Scott Nielsen
Vice President of Custody & Business Development

As Vice President of Custody & Business Development, for Summit Global Investments (SGI), Scott is responsible for Custody Operations, including trade settlement, corporate/class Actions, performance reporting, custodians, proxy voting, vendor management, and onboarding new clients.

Scott has worked for over 30 years in the High Tech, Finance, and Investment industries. Throughout his career he has developed expertise in the following principles: accounting, treasury, operations, investments, relationship management, and custody. Scott has a Bachelor of Science from the University of Utah and an MBA from Westminster College. He is also a certified securities operation professional (CSOP)

1988 -1997: Credit Manager – Novell, Inc. Responsible for the Management and Supervision of 1000 customer accounts, exceeding $150 million in quarterly receivables.

1997-2001: Business Unit Controller – Novell, Inc. Directed all financial operations of the Business Unit including, budgeting, revenue/expense forecasting, pricing, operating profit and loss statements, review of business cases for potential partnership agreements, completing due diligence on potential acquisitions, month/quarter end closing, audit, capital assets, payroll.

2001-2002: Director of Business Services – Davis Hospital & Medical Center Responsible for the management of five different business units and 60 individual contributors, within the hospital including, customer service, inpatient/outpatient, billing, cashiers, and collectors.

2002-2018: Vice President of Operations / Custody / Treasurer – Deseret Trust Company. Responsible for Company Operations, Technology, Trade Settlement, Custody client and Vendor Relationship Management, and all Treasury and Custody related functions. Non-voting member of the Board, Audit & Executive Committees.

2018-Present: Vice President of Custody & Business Development – Summit Global investments. Focusing on Custody integration, streamlining Custody interfaces, performance reporting, vendor relationships, onboarding of new cliental.

In his spare time Scott likes to golf, vacation, and go to sporting events with his family.

Scott Nielsen
Vice President of Custody & Business Development

As Vice President of Custody & Business Development, for Summit Global Investments (SGI), Scott is responsible for Custody Operations, including trade settlement, corporate/class Actions, performance reporting, custodians, proxy voting, vendor management, and onboarding new clients.

Scott has worked for over 30 years in the High Tech, Finance, and Investment industries. Throughout his career he has developed expertise in the following principles: accounting, treasury, operations, investments, relationship management, and custody. Scott has a Bachelor of Science from the University of Utah and an MBA from Westminster College. He is also a certified securities operation professional (CSOP)

1988 -1997: Credit Manager – Novell, Inc. Responsible for the Management and Supervision of 1000 customer accounts, exceeding $150 million in quarterly receivables.

1997-2001: Business Unit Controller – Novell, Inc. Directed all financial operations of the Business Unit including, budgeting, revenue/expense forecasting, pricing, operating profit and loss statements, review of business cases for potential partnership agreements, completing due diligence on potential acquisitions, month/quarter end closing, audit, capital assets, payroll.

2001-2002: Director of Business Services – Davis Hospital & Medical Center Responsible for the management of five different business units and 60 individual contributors, within the hospital including, customer service, inpatient/outpatient, billing, cashiers, and collectors.

2002-2018: Vice President of Operations / Custody / Treasurer – Deseret Trust Company. Responsible for Company Operations, Technology, Trade Settlement, Custody client and Vendor Relationship Management, and all Treasury and Custody related functions. Non-voting member of the Board, Audit & Executive Committees.

2018-Present: Vice President of Custody & Business Development – Summit Global investments. Focusing on Custody integration, streamlining Custody interfaces, performance reporting, vendor relationships, onboarding of new cliental.

In his spare time Scott likes to golf, vacation, and go to sporting events with his family.

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