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Scott Opper

Scott Opper

Client Associate | Advyzon Investment Management, LLC. (AIM)

Greater Chicago Area United States, United States

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Scott Opper

Summary

Scott Opper is a seasoned financial services professional with over 20 years of experience in sales leadership and client engagement within the wealth management sector. He has a proven track record of driving significant growth and innovation in financial advisory services, exemplified by his tenure at Envestnet where he facilitated a remarkable increase in asset flows. As a strategic thinker and relationship builder, Scott has successfully led teams and programs that enhance client satisfaction and advisor performance. His expertise spans various areas including investment management, financial planning, and practice management. Scott is not only a thought leader in his field but also an advocate for the value of human financial advice. Outside of work, he enjoys live music, comedy, and spending quality time with family and friends. With a client-first mentality, he continues to seek opportunities that challenge the status quo and push the boundaries of the industry.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Scott Opper

Work Experience

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Senior Vice President, Relationship Manager at

Advyzon Investment Management, LLC. (AIM)

May 2025 - Present

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Scott Opper

Education

University of Wisconsin-Madison, BA, Economics

January 1996 - January 2000

Frequently Asked Questions about Scott Opper

What is Scott Opper email address?

Scott Opper's primary email address is ***********@envestnet.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Scott Opper work for?

Scott Opper is a Client Associate at Advyzon Investment Management, LLC. (AIM).

Where Scott Opper graduated from?

Scott Opper holds a degree in null from University of Wisconsin-Madison.

How can I directly contact Scott Opper?

To contact Scott Opper directly, you can use the email address ***********@envestnet.com. Complete contact information is available upon registration with Muraena.

Who is Scott Opper?

Scott Opper is a seasoned financial services professional with over 20 years of experience in sales leadership and client engagement within the wealth management sector. He has a proven track record of driving significant growth and innovation in financial advisory services, exemplified by his tenure at Envestnet where he facilitated a remarkable increase in asset flows. As a strategic thinker and relationship builder, Scott has successfully led teams and programs that enhance client satisfaction and advisor performance. His expertise spans various areas including investment management, financial planning, and practice management. Scott is not only a thought leader in his field but also an advocate for the value of human financial advice. Outside of work, he enjoys live music, comedy, and spending quality time with family and friends. With a client-first mentality, he continues to seek opportunities that challenge the status quo and push the boundaries of the industry.

Scott`s contact details

mail

***********@envestnet.com

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