SD

Scott Dubin

Director Of Investment Operations / Financial Planner at Skylight Financial Group

Scott Dubin began their work experience in 1998 as an Equity Research Analyst at Clarion Capital Corp. From 2001 to 2011, they worked as a Registered Representative at Brennan Financial Group, offering securities and investment advisory services. In 2011, they became a Financial Advisor at Wells Fargo Advisors, LLC, before joining Thomas McDonald Partners LLC as a Financial Advisor from 2012 to 2014. Scott then worked as a Vice President at Wunderlich Securities from 2014 to 2017. Currently, they are the Director of Investment Operations/Financial Planner at Skylight Financial Group, providing total financial needs analysis. Scott is licensed to sell insurance in OH, FL, VA, MI, PA, DC and securities in OH, FL, VA, NC, GA, MD, TX, PA, NY, CA, CO, WA. Scott is also a registered representative and offers securities, investment advisory services, and financial planning through MML Investors Services, LLC, a member of SIPC.

Scott Dubin began their education at the University of Maryland in 1988, where they pursued a Bachelor of Science degree in Finance. Scott successfully completed their studies in 1992. In 1997, Scott continued their educational journey at the Weatherhead School of Management at Case Western Reserve University. Scott pursued a Master of Business Administration (MBA) degree with a focus on Finance, General. Scott completed their MBA studies in 1998.

Links

Previous companies

Wells Fargo logo

Timeline

  • Director Of Investment Operations / Financial Planner

    April, 2017 - present