Scott Bilheimer

Client Consultant
PFM Asset Management LLC
Contact

213 Market Street
Harrisburg, PA 17101

bilheimers@pfm.com
717.213.3831 office

Specialties
Asset Management

Education
BBA in Finance
James Madison University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

Scott Bilheimer joined PFM in 2013. He is a client consultant for PFM’s Client Services Group, specifically providing service to PFM’s clients in the Midwest region. In his role, Scott focuses on providing superior client service by answering client calls regarding accounts, investments, providing reports to clients, and educating clients on current market conditions.

Scott is a client advocate by working with PFM’s trading desk, accounting department and client management teams to address our clients’ needs. Additional responsibilities include customer service in everyday functions, such as client administration, onboarding new relationships, bond account management and providing marketing support.

Scott graduated from James Madison University with a Bachelor of Business Administration in Finance. Additionally, Scott graduated from Pennsylvania State University with a Master’s in Business Administration. He holds Financial Industry Regulatory Authority (FINRA) Series 6 and 63 licenses.

 
Contact

213 Market Street
Harrisburg, PA 17101

bilheimers@pfm.com
717.213.3831 office

Specialties
Asset Management

Education
BBA in Finance
James Madison University

MBA
Pennsylvania State University

Professional Designations or Licenses
FINRA Series 6 and 63

Started with PFM: 2013

Started in the Field: 2013

Print/Save as PDF

Download Vcard

People

Search the PFM Directory

 
Search