Dean is all about teamwork. The firm provides an opportunity to build positive relationships with the firm’s internal associates and business partners for the benefit of its clients.
Manager, Client Services and Operations
As a manager at C.H. Dean who’s focused on client service and operations, Scott works to ensure new clients enjoy a smooth onboarding process and day-to-day requests from existing clients are seamlessly executed.
In his role, Scott facilitates a streamlined implementation of setting up new accounts in the firm’s reporting and recordkeeping systems as well as supports various ongoing client requests.
Scott has spent much of his career in the financial services industry. His experience encompasses fund administration and retirement plans. Before joining Dean, he held positions as a portfolio manager assistant for Nuveen Investments and a benefits manager for HBD Industries. He has also spent time as a portfolio account administrator at Transamerica Investment Management.
Scott earned a Bachelor of Science in finance from Wright State University. He’s a big fan of outdoor activities, including hiking and gardening.
Dean is all about teamwork. The firm provides an opportunity to build positive relationships with the firm’s internal associates and business partners for the benefit of its clients.