Scott M. Dorsey

Scott M. Dorsey

Plus aucun poste en cours
Finance
Consumer Services

Profil

Mr. Scott M.
Dorsey
is Vice President & Director of Operations at NBW Capital LLC.
He manages our back office operations team and has been an investment operations and client service professional for over 17 years.
He joined the firm in 2008 as Back Office Manager overseeing day-to-day operations including client reporting, custodial reconciliation, trade settlement, proxy voting and corporate actions.
He is also a member of the NBW Capital compliance committee.
Mr. Dorsey began his career in 1997 when he managed a call center team at EquiServe, a stock transfer agent, responding to shareholder inquiries about asset transfers, corporate actions, and stock purchase plans.
In 2002, he joined State Street’s Wealth Manager Services division as an officer handling custody and Advent Software responsibilities for several registered investment advisors.
He graduated with a BA from Providence College in 1997.

Anciens postes connus de Scott M. Dorsey

SociétésPosteFin
Corporate Officer/Principal -
Compliance Officer -
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