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Cfp Scott Dirksen
Cfp Scott Dirksen
Vice President, Financial Advisor | Peoples Bank
Bellingham, Washington, United States
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.
Cfp Scott Dirksen
Work Experience
Vice President, Financial Advisor at
Peoples Bank
November 2020 - Present
Associate Director / Portfolio Management at
First Republic Private Wealth Management
April 2016 - March 2019
Analyst / Business Development at
First Republic Private Wealth Management
April 2014 - March 2016
Equity Trader at
WHV Investments, Inc.
June 2007 - March 2014
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
*************@peoplesbank-wa.com
********@firstrepublic.com
Colleagues
Vice President
Vice President, Commercial Banking Officer
Vice President, Commercial Banking Officer
Senior Vice President, Commercial Banking Officer
VP Investments
CFO
SVP, Commercial Market Leader
Senior Vice President Commercial Banking
Senior Vice President, Commercial Banking Market Leader
SVP Residential Production Manager