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
- 2025 -now Founder and Chief Executive Officer @
- 2013 -now Founder and Financial Advisor @
- 2012 -2013 Senior Analyst @
- 2012 -2012 Finance Consultant @ Spain Tech Center
- 2011 -2012 Research Associate @ Wunderlich Securities
- 2009 -2011 MBA Student @ Unviersity of Maryland
- 2007 -2008 Trade Analyst @
- 2006 -2007 Investment Associate @ ARK Financial
- 2006 -2006 Financial Advisor @
Sam Brownell Education
- University of Maryland College Park
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 College Park. 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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