Scott Metz
About Scott Metz
Scott Metz is a Sales Director at Mutual of Omaha, with over two decades of experience in the financial services industry, including roles at Citizens Bank and Calvert Investments.
Work at Mutual of Omaha
Scott Metz has been serving as Sales Director at Mutual of Omaha since 2019. His role involves overseeing sales strategies and managing client relationships to drive business growth. Based in Omaha, Nebraska, he has contributed to the company's objectives through his extensive experience in the financial services sector.
Education and Expertise
Scott Metz holds a Master's degree in Business Administration from the University of Maryland Global Campus, which he completed from 2002 to 2005. He also earned a Bachelor of Science degree in Finance from Indiana University of Pennsylvania between 1995 and 1999. His educational background supports his expertise in financial services and sales management.
Background in Financial Services
Scott Metz has over two decades of experience in the financial services industry. He has held various roles, including financial advisor, wealth manager, and sales director. His career includes significant positions at organizations such as Citizens Bank, Calvert Investments, and Integrity Viking Funds, where he developed a strong foundation in mutual fund wholesaling.
Previous Roles and Experience
Before joining Mutual of Omaha, Scott Metz worked in several key positions. He was a Wealth Manager at Citizens Bank from 2017 to 2019 and served as a Senior Financial Consultant at TD Ameritrade from 2016 to 2017. His previous roles also include Regional Director at Integrity Viking Funds and Regional Vice President at Calvert Investments, showcasing his diverse experience in sales and client management.
Licenses and Certifications
Scott Metz is licensed to sell insurance in six states: Pennsylvania, Georgia, Massachusetts, Montana, New Mexico, and Virginia. This licensing allows him to operate in various markets, enhancing his ability to serve a wide range of clients in the financial services sector.