Scott Barton
Dallas,TX
Summary
Possess a unique knowledge of both the buy side and sell side financial markets. Understand bottom up company research and analysis, along with best practices to manage positions in a portfolio and trade investments. Bring a blend of family office management experience and a understanding of timing and trading, alongside a track record of forming private companies en route to going public. Deep understanding of successful investment through years of trading, investing, and building companies.
Overview
13
13
years of professional experience
Work History
Equity Sales Representative
Clear Street
04.2022 - 11.2022
- Continued a blended portfolio management and equity sales role for White Rock Capital.
Equity Sales Representative
National Securities Corporation
10.2017 - 03.2022
- Developed understanding of buy side investments and help make trade recommendations.
- Novartis acquires AveXis for $8.7 billion in April 2018
- Learned to navigate severe market volatility with exceptional execution and portfolio management service during the pandemic months.
- Launched Gatsby Golf, a luxury golf clothing line.
Equity Sales Representative
Williams Financial Group
05.2010 - 09.2017
- Developed an understanding of the relationship between trading, timing, and portfolio management.
- Enhanced client knowledge of investments through buy side analyst work.
- Built trust in my clients through understanding their portfolios and provided exceptional service.
- Generated substantial revenue for the firm while balancing priorities of volume and trade recommendations
- Invested alongside institutional investors in synthetic biology and oncology startups.
- Instrumental in the founding and funding of AveXis
Equity Sales
BTIG
09.2009 - 05.2010
- Worked as an equity sales assistant
- Obtained Series 63 and Series 7 license
Education
Bachelor of Arts - General Business And Administration
Southern Methodist University
Dallas, TX05.2010
No Degree - General Undergraduate Studies
Oklahoma State University
Stillwater, OK12.2006
Skills
- Client Service
- Business Development
- Client Account Management
- Sales Forecasting
- Customer Relationship Building
- Relationship Building
- Product knowledge
- Goal setting
- Emotional intelligence
- Decision making
- Market research
Affiliations
- Lifelong Golfer
Timeline
Equity Sales Representative
Clear Street
04.2022 - 11.2022
Equity Sales Representative
National Securities Corporation
10.2017 - 03.2022
Equity Sales Representative
Williams Financial Group
05.2010 - 09.2017
Equity Sales
BTIG
09.2009 - 05.2010
Bachelor of Arts - General Business And Administration
Southern Methodist University
No Degree - General Undergraduate Studies
Oklahoma State University
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