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Cfp Scott Dirksen

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Cfp Scott Dirksen

Vice President, Financial Advisor | Peoples Bank

Bellingham, Washington, United States

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Cfp Scott Dirksen

Summary

Scott Dirksen is an accomplished Vice President and Financial Advisor at Peoples Investments, specializing in investment strategy and portfolio management. With a strong background in financial services, Scott has a proven track record of helping individuals and families align their financial goals with their values. He possesses extensive knowledge in asset allocation and investment management, utilizing advanced tools and technologies to optimize client portfolios. His experience spans various roles in the financial sector, including equity trading and portfolio management, showcasing his versatility and depth of expertise. Scott is passionate about financial planning and committed to fostering long-term client relationships. He holds degrees in Finance and Economics from Washington State University and a Certificate in Personal Financial Planning from UC Berkeley Extension. Outside of work, he enjoys exploring new investment trends and mentoring emerging financial professionals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Cfp Scott Dirksen

Work Experience

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Vice President, Financial Advisor at

Peoples Bank

November 2020 - Present

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Associate Director / Portfolio Management at

First Republic Private Wealth Management

April 2016 - March 2019

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Analyst / Business Development at

First Republic Private Wealth Management

April 2014 - March 2016

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Equity Trader at

WHV Investments, Inc.

June 2007 - March 2014

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Cfp Scott Dirksen

Education

UC Berkeley Extension, Certificate In Personal Financial Planning

January 2016 - January 2017

Washington State University - Carson College of Business, Bba Finance, Bs Economics

January 2004 - January 2007

Frequently Asked Questions about Cfp Scott Dirksen

What is Cfp Scott Dirksen email address?

Cfp Scott Dirksen's primary email address is *************@peoplesbank-wa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Scott Dirksen work for?

Cfp Scott Dirksen is a Vice President, Financial Advisor at Peoples Bank, a company specializing in State commercial banks.

Where Cfp Scott Dirksen graduated from?

Cfp Scott Dirksen holds a degree in from UC Berkeley Extension.

How can I directly contact Cfp Scott Dirksen?

To contact Cfp Scott Dirksen directly, you can use the email address *************@peoplesbank-wa.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Scott Dirksen?

Scott Dirksen is an accomplished Vice President and Financial Advisor at Peoples Investments, specializing in investment strategy and portfolio management. With a strong background in financial services, Scott has a proven track record of helping individuals and families align their financial goals with their values. He possesses extensive knowledge in asset allocation and investment management, utilizing advanced tools and technologies to optimize client portfolios. His experience spans various roles in the financial sector, including equity trading and portfolio management, showcasing his versatility and depth of expertise. Scott is passionate about financial planning and committed to fostering long-term client relationships. He holds degrees in Finance and Economics from Washington State University and a Certificate in Personal Financial Planning from UC Berkeley Extension. Outside of work, he enjoys exploring new investment trends and mentoring emerging financial professionals.

Cfp`s contact details

mail

*************@peoplesbank-wa.com

********@firstrepublic.com

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