Director - Wealth Advisory @ (November 2023 - January 2026)
Regional Vice President: Great Lakes @ (July 2017 - November 2023)
Internal Sales Team Leader @ (August 2015 - July 2017)
Sr. Internal Sales Associate: Great Lakes and Pacific North @ (July 2014 - July 2017)
Regional Sales Consultant: Mid-Atlantic and New York @ (April 2013 - July 2014)
Private Wealth Advisor @ ProEquities (June 2011 - April 2013)
Registered Rep @ (June 2010 - January 2011)
Sam A. Education
Rutgers University
BA (Biological Sciences)
2004-2009
Rutgers University
Bachelor of Arts (Biology/Biological Sciences, General)
Sam A. Skills
401k
Asset Allocation
Asset Management
Asset Managment
Biology
Consultative Selling
ETFs
English
Equities
Expert Advisor
Financial Markets
Financial Services
Fixed Income
Investment Strategies
Investments
Mutual Funds
Retirement
Retirement Planning
Securities
Talent Sourcing
Wealth Management Services
Management
Strategic Financial
IRAs
Social Media
Business Development
Web Design
Life Insurance
Insurance
Estate Planning
Financial Analysis
Hedge Funds
Bloomberg
IRA's
Strategic Planning
Alternative Investments
Portfolio Management
Logo Design
Sales
Financial Advisory
Investment Advisory
Marketing
Uniform Combined State Law
Financial Planners
Wealth Management
Options
Art
Uniform Combined State
Series 63
Annuities
Finance
Series 7
Strategic Financial Planning
Series 6
Financial Planning
FINRA
Sam A. Summary
Sam A., based in Washington, DC, US, is currently a Regional Vice President - Chesapeake (DC, MD, VA) at ProShares. Sam A. brings experience from previous roles at Principal Asset Management and ProShare Advisors LLC. Sam A. holds a 2004 - 2009 BA in Biological Sciences @ Rutgers University. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Asset Managment, Biology and more. Sam A. has 1 emails and 1 mobile phone numbers on RocketReach.
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