Sam Brownell Email & Phone Number
Founder and Chief Executive Officer @ Stratus Business Advisors
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Sam Brownell Location
- Washington, DC, US
Sam Brownell Work
- Founder and Chief Executive Officer @ (January 2025 - Present)
- Founder and Financial Advisor @ (July 2013 - Present)
- Senior Analyst @ (October 2012 - September 2013)
- Finance Consultant @ Spain Tech Center (May 2012 - August 2012)
- Research Associate @ Wunderlich Securities (September 2011 - April 2012)
- MBA Student @ Unviersity of Maryland (August 2009 - May 2011)
- Trade Analyst @ (August 2007 - September 2008)
- Investment Associate @ ARK Financial (November 2006 - April 2007)
- Financial Advisor @ (August 2006 - November 2006)
Sam Brownell Education
- University of Maryland
MBA (Finance)
2009-2011 - Loyola University Maryland
BBA (Economics)
2001-2005
Sam Brownell Skills
- Financial Services
- Financial Planning
- Wealth Management
- Market Research
- Portfolio Management
- Financial Analysis
- Financial Reporting
- Financial Risk
- Financial Markets
- Investments
- Investment Strategies
- Investment Advisory
- Investment Management
- Alternative Investments
- Estate Planning
- Trusts
- Asset Management
- Asset Allocation
- Asset Protection
- Retirement Planning
- Wealth Management Services
- Wealth Preservation Planning
- Wealth Transfer
- Multi-generational wealth transfer
- Wealth Preservation
- Family Wealth Management
- Estate Tax Planning
- Tax Planning
- Charitable Gift Planning
- Portfolio Optimization
- Chartered Financial Analyst
- Fiduciary
- Fiduciary Services
- Holistic Financial Planning
- Series 66
- Fee-Only Financial Planning
- Series 7
- Series 86
- Series 87
- Retirement Savings
- Retirement Income Strategies
- Business Strategy
- Legacy Planning
- Certified Valuation Analyst
- Succession Planning
- Exit Strategies
- Business Valuation
- Investment Portfolios
- Business Planning
- Business Continuity
Sam Brownell Summary
- Sam Brownell, based in Washington, DC, US, is currently a Founder and Chief Executive Officer at Stratus Business Advisors. Sam Brownell brings experience from previous roles at Stratus Wealth Advisors, NERA Economic Consulting, Spain Tech Center and Wunderlich Securities. Sam Brownell holds a 2009 - 2011 MBA in Finance @ University of Maryland. With a robust skill set that includes Financial Services, Financial Planning, Wealth Management, Market Research, Portfolio Management and more. Sam Brownell has 2 emails and 2 mobile phone numbers on RocketReach.
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