Senior Account Manager @ (October 2025 - August 2026)
Account Manager @ (December 2023 - September 2025)
Customer Success Analyst II @ (March 2022 - December 2023)
Customer Success Analyst I @ (July 2020 - March 2022)
Private Wealth Associate Co-op @ (July 2019 - December 2019)
Fair Value Analyst @ (June 2018 - August 2018)
Accounting Department and Attorney Support Intern @ Michienzie & Sawin LLC (February 2018 - June 2018)
Global Client Administration Co-op @ (July 2017 - January 2018)
Sam Carmola Education
D'Amore-McKim School of Business at Northeastern University
Bachelor of Science (Finance)
2015-2020
Scotia-Glenville Senior High School
Advanced Regents Diploma
2011-2015
Sam Carmola Skills
Written Communication
Data Visualization
New Business Opportunities
Upselling
Sales Strategy
Customer Success
Customer Presentations
Sales Processes
Relationship Building
Presentations
Account Management
Business Insights
Change Impact Analysis
Business Strategy
Market Research
Project Management
Marketing Strategy
Market Analysis
Business Development
Cross-functional Team Leadership
V Lookups
Business Process Improvement
Asset Management
Product Requirements
Business Requirements
Business Process Mapping
Documentation
Business Process
Problem Solving
Business Analysis
Analytics
SQL
Communication
Pivot Tables
Tableau
Data Analysis
Private Wealth Management
Finance
Microsoft Word
Investment Management Industry
Microsoft Excel
Financial Analysis
Microsoft Outlook
Bloomberg Terminal
Microsoft PowerPoint
Microsoft Office
Wealth Management Services
Sam Carmola Summary
Sam Carmola, based in Boston, MA, US, is currently a Vice President, Account Executive at Guidepoint. Sam Carmola brings experience from previous roles at Financial Recovery Technologies and ICE. Sam Carmola holds a 2015 - 2020 Bachelor of Science in Finance @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Written Communication, Data Visualization, New Business Opportunities, Upselling, Sales Strategy and more. Sam Carmola has 2 emails and 1 mobile phone numbers on RocketReach.
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