Scott Bowen

Questioner
DISC Type : c

Chief Financial Officer at Russell Investments

New York, New York, United States

Overview

Scott Bowen is the Chief Financial Officer at Russell Investments, bringing over 30 years of experience from senior finance roles at major firms like UBS and Morgan Stanley. An alumnus of St. Johns University and The City University of New York, he has deep expertise in asset management and institutional securities.

Beyond traditional finance, Scott has a strong background in the health technology sector, having served as the Chief Operating Officer for WellnessFX, a company focused on digitally tracking personal health data. This indicates a keen interest in the intersection of health and technology.

He co-founded an investment partnership that raised $310 million to acquire failed banking institutions from the FDIC.

Personality Overview

Value Seeker

Price-Sensitive

Not Easily Convinced

It is quite likely of them to ask for pricing or other concessions.  They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Financial Leadership
Has held CFO positions at Russell Investments, UBS Asset Management, and Morgan Stanley's Institutional Securities division, showcasing extensive experience leading global financial operations.
Investment Partnerships
Co-founded One Main Street LLC, a private partnership that successfully raised $310 million from investors to acquire failed banking institutions directly from the FDIC.
Health & Wellness Tech
Served as COO of WellnessFX, a platform for personal health data, demonstrating a professional and likely personal interest in the wellness technology industry.

Media Appearances

Scott has no verified media appearances

Work History

9-2024
Chief Financial Officer at Russell Investments
3-2015 - 9-2024
Managing Director at UBS
2011 - 2-2015
Chief Operating Officer at WellnessFX
2009 - 2011
Chief Financial Officer and Co-Founder at One Main Street LLC
2008 - 2009
Managing Director at Morgan Stanley

Education

1987 - 1991
MBA from St. John's University
1979 - 1983
BS from The City University of New York

More Information

Social Presence :

Prographics :

Exp : 43 Location : New York, New York, United States Job Level : Leadership Designation : Chief Financial Officer at Russell Investments
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Scott

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Scott take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Scott

Personality Compatibility


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