Scott White, RICP©, ALMI, AAPA
New York
Summary
Dynamic financial professional with a proven track record of delivering strategic insights and driving cost-effective initiatives. Expertise in analyzing financial data to inform decision-making and enhance operational efficiency. Committed to fostering growth and innovation through meticulous planning and execution of financial strategies. Eager to leverage analytical skills and industry knowledge to contribute to organizational success.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President, Annuity Sales and Marketing
CPS Insurance & Financial
11.2023 - Current
- Led cross-functional teams to align strategic priorities and enhance operational efficiency.
- Developed and implemented organizational strategies that improved overall business performance.
- Oversaw budget management processes, ensuring alignment with financial objectives and resource allocation.
- Fostered a culture of innovation by promoting collaboration and knowledge sharing across departments.
Income Portfolio Advisor
CPS Insurance & Financial
02.2015 - 11.2023
- Partnered with RIA firms and advisors to implement new income portfolio designs for affluent clients.
- Shared innovative strategies to improve Sharpe Ratios and provide peace of mind to clients.
- Utilized Right Capital Icome Portfolio Simulator to Model Scenarios
Annuity Director
CPS Insurance & Financial
03.2012 - 02.2015
- Led a team of 10, generating revenue in the wholesale financial planning space with Independent Broker-Dealer advisors.
- Developed annual forecasts and budgets; managed training and performance reviews for associates.
Annuity Sales Associate
CPS Insurance & Financial
02.2007 - 03.2012
- Collaborated with independent financial advisors to market and distribute annuities and life insurance products.
Education
Bachelor of Science - Business Management
California State University Dominguez Hills
Skills
- Income Portfolio Design & Management
- Project Management
- Tax Planning Financial Strategies
- Public Speaking / Presentation of Complex Designs & Ideas
- Team Building and Management
- KPI Management
- Expert Trainer on Financial Planning Topics
- Assets & Income Taxation
- Annuity Design and Implementation to Portfolios
Accomplishments
- Increased departmental revenue from $30M to $250M during tenure
- Led a project management team to create a system identifying $45M+ in additional annual sales opportunities
- Keynote speaker at financial planning conferences and BD events, presenting to thousands of advisors
- Published author for multiple Broker-Dealer magazines and financial journals, including Financial Planning Magazine
- 5-time Associate of the Year with CPS: 2007, 2009, 2014, 2017, 2024
- NCAA National Championship Winner & All American in Soccer
- Former Professional Soccer Player
Hobbies and Interests
Published Photographer in Vanity Fair; partnerships with brands such as Dior, Givenchy, Cartier, La Mer, Marc Jacobs, Bloomingdales, and more, Philanthropy & volunteer work with Memorial Sloan Kettering Cancer Center and Leukemia & Lymphoma Society, Soccer, Guitar, Travel
Certification
- American College of Financial Services
- RICP, ALMI, AAPA
- Life Licensed
Timeline
Vice President, Annuity Sales and Marketing
CPS Insurance & Financial
11.2023 - Current
Income Portfolio Advisor
CPS Insurance & Financial
02.2015 - 11.2023
Annuity Director
CPS Insurance & Financial
03.2012 - 02.2015
Annuity Sales Associate
CPS Insurance & Financial
02.2007 - 03.2012
Bachelor of Science - Business Management
California State University Dominguez Hills
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