Scott D'Alessandro in

Scott D'Alessandro

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Managing Director, Business Development, Schwab Advisor Services at Charles Schwab
📍 Boston, Massachusetts, United States

Scott DAlessandro is the Managing Director of Business Development for Schwab Advisor Services Eastern Division. He leads a team focused on assisting investment advisors transition to the independent RIA model, drawing on his extensive experience in custody services, wealth management, and client acquisition strategies.

He is a proud and supportive father to his daughter, Jenna, a recent Wheaton College graduate. He actively uses his network to help her launch her career in design and is passionate about celebrating her achievements and perseverance in overcoming challenges like dyslexia.

Scott publicly champions companies that invest in future generations through internship programs.

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Experience
38 Years
Current Role
Managing Director, Business Development, Schwab Advisor Services
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Advisor Independence
His role at Schwab is centered on leading a team that helps investment advisors transition to the independent Registered Investment Advisor (RIA) model.
Business Development Strategy
He is responsible for setting and implementing the business development strategy for the entire East territory for Schwab Advisor Services.
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Career

Work history

3-2012
Managing Director, Business Development, Schwab Advisor Services
Charles Schwab
4-2008 - 3-2012
Senior Vice president - National Sales Manager
Fidelity Investments , IWS
1-2006 - 4-2008
Senior Vice President - National Sales Manager
Fidelity Investments , IWS
2-1996 - 1-2006
Divisional Vice President / Senior Vice President
Fidelity Investments
6-1993 - 2-1996
National Sales Manager Canada / Divisional Sales Manager
SEER TECHNOLOGIES, INC.
In the press

Media appearances

Scott D'Alessandro – Author Page, Schwab Advisor Services. Featured in Charles Schwab – Advisor Services
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Education

Scott has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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