Scott Moenig
Poughkeepsie,NY
Summary
Results-oriented financial services professional with 18+ years of experience in banking, wealth management, and client relationship development. Trusted advisor to affluent and high-net-worth clients with proven success in building long-term relationships and delivering tailored financial strategies. Skilled in customer service, sales, and financial advising, with strong communication, organizational, and public relations expertise.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
Poughkeepsie, NY
01.2023 - Current
- Partner with affluent clients to identify financial goals and create personalized strategies
- Conduct reviews and presentations to assess financial situations
- Recommend investment strategies aligned with client objectives
- Deliver holistic solutions across banking, investing, and life priorities
- Profile clients to determine investor types and financial objectives
- Document prospecting and retention activities to ensure compliance
Private Client Banker
KeyBank
Stone Ridge, NY
01.2021 - 01.2023
- Delivered holistic financial solutions to mass affluent clients
- Built referral pipelines through Centers of Influence (COIs)
- Partnered with advisors, mortgage specialists, and small business colleagues to deepen relationships
- Documented prospecting and retention activities for compliance and performance tracking
Relationship Banker
Chase Bank
Beacon, NY
05.2018 - 01.2021
- Managed and grew assigned book of business through proactive client engagement
- Conducted needs assessments and tailored product/service recommendations
- Promoted self-service banking solutions for convenience
- Collaborated with specialists to connect clients with mortgage, investment, and business services
- Ensured adherence to regulatory banking requirements and internal policies
Financial Service Representative III
Hudson Valley Federal Credit Union
Poughkeepsie, NY
04.2012 - 05.2018
- Delivered high-volume client service in a competitive branch environment
- Demonstrated initiative in problem-solving and service improvement
- Accurately performed financial transactions and calculations
- Partnered with external offices to provide consistent, competitive client solutions
- Maintained compliance with procedures and documentation standards
Education
Advanced Regents High School Diploma -
FDR High School
Hyde Park, NYSkills
- Performance Management
- Public Relations & Sales
- Customer Service Excellence
- High Volume Client Experience
- Client Relationship Management
- Investment Strategy Development
- Referral Pipeline Building
- Entrepreneurial Client Engagement
Affiliations
Kiwanis Club
Certification
- SIE
- Series 6, 7, 63, 66
- NYS Licensed Insurance Agent (Life, Variable Life/Variable Annuities) – LA-1308721
- NMLS #1748539
Timeline
Financial Solutions Advisor
Merrill Lynch
01.2023 - Current
Private Client Banker
KeyBank
01.2021 - 01.2023
Relationship Banker
Chase Bank
05.2018 - 01.2021
Financial Service Representative III
Hudson Valley Federal Credit Union
04.2012 - 05.2018
Advanced Regents High School Diploma -
FDR High School