Domestic Asset Protection

Date: Tuesday, February 21, 2023
Time: 4:30pm - 7:00pm
Location: 875 Hotel Cir S, San Diego, CA 92108
Speaker: Panelists featuring Scott Sacchi

 

Topic: Domestic Asset Protection
Speakers: Panelists featuring Scott Sacchi

Scott Sacchi | Senior Relationship Manager
 

Scott brings over 20 years of experience in wealth management and financial services to his role as Senior Relationship Manager.

Currently, Scott is responsible for the efficient administration of trust and investment management accounts for our domestic and international high net worth clients, particularly those setting up trusts in the State of Nevada. Prior to joining First American in 2021, Scott worked for several notable financial institutions (Morgan Stanley, LPL, Key Bank, and Fidelity). Most recently, Scott served as a Senior Fiduciary Advisor on a local wealth sales team with PNC Bank in Florida.

Scott earned his Bachelor’s from Fairfield University, Juris Doctorate from Quinnipiac University, and LLM from Boston University. Scott holds the Certified Trust and Financial Advisor (CTFA) designation. Scott is involved in various professional and community activities in Las Vegas, NV.


 



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Meeting Sponsor

 

Valerie Medina | San Diego Broker Associate
619.450.2973 valerie@trustpropertiesusa.com

www.trustpropertiesusa.com


 

Annual Gold Sponsor

 


Annual Silver Sponsors

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