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    Scott Jensen

    Vice President and Senior Financial Consultant at Private Investor

    Scott Jensen is a Vice President and Senior Financial Consultant at Charles Schwab, specializing in comprehensive wealth management and retirement planning for individual investors. He has covered a wide range of client portfolios, with a track record of delivering strong advisory outcomes, holding Certified Wealth Strategist and Chartered Retirement Planning Counselor designations, and maintaining multiple securities licenses including Series 7, 9, 10, 63, 65, and 66. Jensen began his career at Charles Schwab in 1990, advancing through regional and divisional leadership roles before being appointed Managing Director of Advised Solutions Eastern Division in 2017, and later transitioning to his current role in 2020. He holds a Bachelor of Science in Business Management from Rutgers University and is a registered National Social Security Advisor.

    Scott Jensen's questions to SWK Holdings (SWKH) leadership

    Scott Jensen's questions to SWK Holdings (SWKH) leadership • Q2 2025

    Question

    The analyst inquired about the financial implications of the Mod three sale, specifically regarding recurring costs and the impact on SG&A. He also asked for the company's perspective on broader industry trends, including the effects of FDA changes on portfolio companies and the competitive landscape in the private credit market.

    Answer

    The company confirmed there will be no recurring costs from the Mod three sale after a brief transition period, and they are targeting a normalized quarterly SG&A of around $2 million. Regarding industry trends, they see minimal risk to their portfolio from FDA changes or drug pricing risks but have noted some impact from NIH funding cuts on a few companies. They acknowledged the increased competition in private credit, which has led them to be more disciplined and measured in their capital deployment.

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    Scott Jensen's questions to SWK Holdings (SWKH) leadership • Q3 2024

    Question

    Asked for clarification on the total exposure to BIOLASE after the DIP financing and questioned the strength of SWK's legal position to recover funds in the bankruptcy proceedings.

    Answer

    The CEO clarified the pro forma exposure to BIOLASE is approximately $17.2 million. He stated that while SWK's legal position as a senior secured lender is strong, bankruptcy proceedings are complex and involve negotiations with various parties, making the outcome subject to practical considerations beyond just the legal documents.

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