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
- 2021 -now Chief Capital Officer and Co-Head of Investment Banking @
- 2023 -now Board Member @
- 2024 -2025 Board Member @
- 2014 -2021 Senior Managing Director, Head of Capital Markets, Strategy and Risk @ Medley
- 2007 -2014 Investment Banking, Head of Commercial Finance M and A @
- 2003 -2007 Investment Banking @
- 2000 -2003 Vice President, Strategic Marketing @
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
- Financial Institutions
- LBO
- M&A experience
- Development
- Business Development
- New Business Development
- Investment Management
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
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
Jayson Keller
Vice President, Operations Coordinator
Saint Petersburg, FL, US
Sally Cates
Managing Director, PR and Communications
Saint Petersburg, FL, US
Justin Weinkle
Chief Financial Officer
Saint Petersburg, FL, US
Jennifer Dorgan
Chief Administrative Officer
Florida, United States
Jason Hyland
Senior Vice President- Investment Solutions
Saint Petersburg, FL, US
Carlos Beltran
VP, Cybersecurity Operations
Saint Petersburg, FL, US
Burke Harrington
Vice President- Transition Services
Saint Petersburg, FL, US
John Sullivan
Managing Director
United States
Harris Baltch
Managing Director, Co-Head of Investment Banking
Port Washington, NY, US
Bob Shea
Chief Investment Officer
Saint Petersburg, FL, US
Tim Oden
Chief Growth Officer
Phoenix, AZ, US
Denise Brackett
Vice President, Investment Solutions
Saint Petersburg, FL, US
Laura Schooley
Vice President, Network Partner Marketing
Saint Petersburg, FL, US
Leslie Norman
Chief Technology Officer
Saint Petersburg, FL, US
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