Search

Scott Breske Phones & Addresses

  • 12825 Bristow Ln, Fishers, IN 46037 (317) 225-0443
  • Granger, IN
  • 1604 Vannoni Pl, Mishawaka, IN 46544 (574) 259-5035

Work

Company: The financial resource group Aug 2011 Position: Junior advisor

Education

School / High School: Indiana Wesleyan University- Marion, IN 2011 Specialities: Bachelor of Science in Business Administration

Skills

Highly knowledgeable about different typ... • CRM systems • Morningstar Principia and Zywave Financi... • risk management techniques • cash flow analysis • estate planning methods • and retirement plan strategies and accou...

Industries

Investment Management

Resumes

Resumes

Scott Breske Photo 1

Investment Manager

View page
Location:
12825 Bristow Ln, Fishers, IN 46037
Industry:
Investment Management
Work:
Oneamerica
Investment Manager

Oxford Financial Group, Ltd. Dec 2013 - Mar 2017
Senior Portfolio Strategist

The Financial Resource Group 2011 - 2013
Investment Analyst
Education:
Indiana Wesleyan University 2014 - 2016
Master of Business Administration, Masters
Mishawaka High School
Indiana University South Bend
Indiana Wesleyan University
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Skills:
Investment Management
Portfolio Management
Investment Strategies
Financial Analysis
Asset Allocation
Investments
Money Management
Process Improvement
Investment Advisory
Financial Markets
Financial Modeling
Etfs
Stock Trading
Separately Managed Accounts
Mutual Funds
Asset Management
Stock Market
Microsoft Excel
Reasoning Skills
Hedge Funds
Trading Strategies
Fixed Income Strategies
Financial Advisory
Intellectually Curious
Quantitative Research
Salesforce.com
Morningstar
Microsoft Word
Microsoft Powerpoint
Alternative Investments
Investment Advisory Services
Investment Research
Investment Portfolios
Real Estate Investment Trust
Investment Modeling
Private Equity
Stock Market Analysis
Stock Picking
Stock Valuation
Problem Solving
Decision Making
Institutional Investments
Fixed Income
Teamwork
Presentations
Scott Breske Photo 2

Scott Breske Granger, IN

View page
Work:
The Financial Resource Group

Aug 2011 to Present
Junior Advisor

MichaelAngelos The Event Company
South Bend, IN
Aug 2009 to Aug 2011
Logistics Manager

Laidig Systems, Inc
Mishawaka, IN
Jun 2006 to May 2009
Construction Field Supervisor

Education:
Indiana Wesleyan University
Marion, IN
2011
Bachelor of Science in Business Administration

Skills:
Highly knowledgeable about different types of investment and insurance products and services. Proficient in Microsoft Excel, CRM systems, Morningstar Principia and Zywave Financial Planning Software. Solid understanding of asset allocation strategies, risk management techniques, cash flow analysis, estate planning methods, and retirement plan strategies and accounts. Strong interpersonal skills and face-to-face relationship building abilities.
Scott M Breske from Fishers, IN, age ~41 Get Report