Sam Brick Email & Phone Number
Assistant Vice President | Private Wealth Management @ Jefferies
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Sam Brick Location
- Chicago, IL, US
Sam Brick Work
- Assistant Vice President | Private Wealth Management @ (December 2024 - Present)
- Analyst | Private Wealth Management @ (May 2021 - December 2024)
- Client Services Analyst @ (June 2020 - May 2021)
- Director Of Finance And Accounting @ (January 2019 - May 2020)
- Financial Manager @ (September 2016 - December 2018)
- Risk Management Intern @ (May 2019 - August 2019)
Sam Brick Education
- University of Dayton
Bachelor's degree (Finance)
2016-2020 - Saint Ignatius High School 2012-2016
Sam Brick Skills
- 529 Plans
- Asset Management
- Capital Markets
- Capital Projects
- Econometrics
- FINRA
- FactSet
- Financial Analysis
- Macroeconomics
- Microeconomics
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Operational Risk Management
- Portfolio Management
- Risk Management
- Roth IRA
- SQL
- Salesforce.com
- Series 6
- Series 63
- Tableau
- Traditional IRA
Sam Brick Summary
- Sam Brick, based in Chicago, IL, US, is currently a Assistant Vice President | Private Wealth Management at Jefferies. Sam Brick brings experience from previous roles at Jefferies, J.P. Morgan Asset Management and Flyer Enterprises. Sam Brick holds a 2016 - 2020 Bachelor's degree in Finance @ University of Dayton. With a robust skill set that includes 529 Plans, Asset Management, Capital Markets, Capital Projects, Econometrics and more. Sam Brick has 1 emails and 2 mobile phone numbers on RocketReach.
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