Scott Severs

Background

Job Description

Investment management, portfolio analytics, financial planning, retirement plan consulting.

Company Description

Registered Investment Advisor specializing in comprehensive wealth management.

Employment History

Aerospace engineering - Boeing Company Equity Research - Safeco Asset Management Financial Advisor/Senior Portfolio Manager - UBS

Education

University of Notre Dame - BS Aerospace Engineering Seattle University - MBA Finance

Mentoring Objectives & Scope

1) I am pretty much an open book, meaning that I have volunteered my time to work on whatever would be valuable to the students: career development, financial industry, resume building, networking, etc… 2) We often spend some time discussing the financial world and the many aspects of the investment landscape but it is not a requirement. 3) Students also have enjoyed discussions about making the transition from one field to another, i.e. engineering to finance. 4) The only thing I ask is that the students come with an open mind and are very clear about their intentions for the year. At the first meeting, I ask them to bring a list of the 5 things that they would like to get out of the experience as well as a current resume.

When and where do you hold meetings with your students?

A mixture of in-person and virtual. Very flexible on meeting times.