Sam Anderson Email & Phone Number
Chief Capital Officer and Co-Head of Investment Banking @ Dynasty Financial Partners
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Sam Anderson Location
- Saint Petersburg, FL, US
Sam Anderson Work
- Board Member @ (April 2023 - Present)
- Chief Capital Officer and Co-Head of Investment Banking @ (August 2021 - Present)
- Board Member @ (January 2024 - December 2025)
- Senior Managing Director, Head of Capital Markets, Strategy and Risk @ Medley (May 2014 - August 2021)
- Investment Banking, Head of Commercial Finance M and A @ (May 2007 - June 2014)
- Investment Banking @ (May 2003 - May 2007)
- Vice President, Strategic Marketing @ (August 2000 - May 2003)
Sam Anderson Education
- Bates College
Bachelor of Arts (B.A.) (Economics)
1995-1999 - Carrabassett Valley Academy 1991-1994
Sam Anderson Skills
- Mergers & Acquisitions (M&A)
- Investment Banking
- Capital Markets
- Corporate Finance
- Mergers
- Private Equity
- Valuation
- Financial Modeling
- Fixed Income
- Financial Structuring
- Emerging Markets
- Equities
- Securities
- Risk Managment
- Project Management
- Operations Management
- P&L Management
- Strategic Planning
- Financing
- Sales & Marketing
- Alternative Investments
- Banking
- Board of Directors
- Business
- Business Development
- Business Management
- Business Strategy
- Capital Structure
- Cash Flow Analysis
- Commercial Finance
- Compensation
- Corporate Communications
- Corporate Development
- Credit
- Cross-functional Team Leadership
- Deal Execution
- Debt Restructuring
- Enterprise Risk Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Forecasting
- Financial Institutions
- Financial Reporting
- Financial Risk
- Financial Services
- Financial Servicesnalysis
- Funding
- Growth Capital
- IPO
- Interpersonal Skills
- Investment Management
- Investment Management Industry
- Investment Strategies
- Investments
- Investor Relations
- LBO
- Leadership
- Leadership Development
- Leveraged Finance
- M&A experience
- Management
- Marketing
- Marketing Strategy
- New Product Implementations
- P&L Analysis
- P&L Forecasting
- Portfolio Management
- Private Debt Investing
- Product Development
- Product Launch
- Public Company Management
- Recruiting
- Relationship Management
- Risk Management
- Strategic Partnerships
- Strategic Thinking
- Structured Finance
- Structuring
- Venture Capital
- Wealth Management Services
- Development
- New Business Development
Sam Anderson Summary
- Sam Anderson, based in Saint Petersburg, FL, US, is currently a Chief Capital Officer and Co-Head of Investment Banking at Dynasty Financial Partners. Sam Anderson brings experience from previous roles at Smartria®, BridgeFT, Medley and Goldman Sachs. Sam Anderson holds a 1995 - 1999 Bachelor of Arts (B.A.) in Economics @ Bates College. With a robust skill set that includes Mergers & Acquisitions (M&A), Investment Banking, Capital Markets, Corporate Finance, Mergers and more. Sam Anderson has 5 emails and 5 mobile phone numbers on RocketReach.
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Top Dynasty Financial Partners Employees
Gordon Abel
Managing Director, Chief Brand Officer
United States
Shirl Penney
Chief Executive Officer
Saint Petersburg, FL, US
Marc Hineman
Chief Operating Officer
United States
Sam Anderson
Chief Capital Officer and Co-Head of Investment Banking
Saint Petersburg, FL, US
Mason Salit
Chief Talent Officer
Saint Petersburg, FL, US
Jeremy Gilbert
Senior Vice President, Chief of Staff
Saint Petersburg, FL, US
Kenneth Hoffman
Chief Strategy Officer
Wilton, CT, US
Jayson Keller
Vice President, Project Manager
Saint Petersburg, FL, US
Sally Cates
Managing Director, PR and Communications
Saint Petersburg, FL, US
Justin Weinkle
Chief Financial Officer
Saint Petersburg, FL, US
Carlos Beltran
VP, Cybersecurity Operations
Saint Petersburg, FL, US
Gary Farnham
VP, Chief of Staff to the CFO
Saint Petersburg, FL, US
Burke Harrington
Vice President- Transition Services
Saint Petersburg, FL, US
John Sullivan
Managing Director
United States
Tim Oden
Chief Growth Officer
Phoenix, AZ, US
Laura Schooley
Vice President, Network Partner Marketing
Saint Petersburg, FL, US
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