Sam Fields Email & Phone Number
National Accounts Manager @ FocusPoint Private Capital Group
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Sam Fields Location
- Los Angeles, CA, US
Sam Fields Work
- 2019 -now National Accounts Manager @
- 2011 -2019 Senior Institutional Relationship Specialist @
- 2007 -2011 Institutional Client Relations @
Sam Fields Education
- California State University-San Bernardino
Business Administration (Management)
2000-2003 - California Baptist University
(General Studies)
1998-2000
Sam Fields Skills
- Mutual Funds
- Investment Management
- Equities
- Series 63
- Series 6
- Series 65
- Series 82
- Fixed Income
- Investment Strategies
- Asset Management
- FINRA Series 82
- Separately Managed Accounts
- Financial Services
- Series 7
- Securities
- Wealth Management
- Investments
- Asset Allocation
- Finance
- Portfolio Management
- Alternative Investments
- RIAs
- Financial Planning
- High Net Worth Individuals
- Retirement Planning
- Financial Advisory
- Financial Analysis
- Finra Series 63
- Trading
- Finra Series 6
- Relationship Development
Sam Fields Summary
- Sam Fields, based in Los Angeles, CA, US, is currently a National Accounts Manager at Capital Group | Canada. Sam Fields brings experience from previous roles at Capital Group | American Funds. Sam Fields holds a 2000 - 2003 Business Administration in Management @ California State University-San Bernardino. With a robust skill set that includes Mutual Funds, Investment Management, Equities, Series 63, Series 6 and more. Sam Fields has 4 emails and 4 mobile phone numbers on RocketReach.
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