Sam Gottlieb Email & Phone Number
Director, CFA Education @ UWorld
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Sam Gottlieb Location
- Great Neck, NY, US
Sam Gottlieb Work
- Director, CFA Education @ (November 2021 - Present)
- CFA Senior Content Specialist @ (November 2018 - Present)
- Instructor @ (September 2017 - Present)
- Specialist, Junior Talent Development @ (June 2016 - June 2017)
- Financial Trainer @ (March 2013 - May 2016)
- Independent Financial Trainer and E-Learning Curriculum Developer @ SJG,LLC. (January 2009 - January 2016)
- Operations Promotion - Training Coordinator @ (April 2015 - November 2015)
- Financial Operations Instructor @ (January 2011 - January 2013)
- Financial Trainer @ (January 2010 - January 2011)
- Financial Instructor @ Fitch 7City (January 2009 - January 2010)
- Wealth Management Advisor @ (January 2000 - January 2009)
Sam Gottlieb Education
- New York University School of Law
L.L.M Taxation
1992-1993 - Cardozo School of Law
Doctor of Law (J.D.) (Law)
1983-1986 - The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
1982
Sam Gottlieb Skills
- Financial Training
- CFA & FRM Training
- Curriculum Development
- Securities Licensing Exams
- Microsoft Excel Training
- Capital Markets Training
- VBA
- C++
- Project Coordination
- Trading Simulations
- Analysis
- Customer Service
- Finance
- Management
- Microsoft Excel
- Microsoft Office
- PowerPoint
- Research
- Training
- Strategy
- Portfolio Management
- Project Management
- Equities
- Leadership
- Strategic Planning
- Financial Services
- Fixed Income
- Public Speaking
- Training Delivery
- Capital Markets
- Camtasia
Sam Gottlieb Summary
- Sam Gottlieb, based in Great Neck, NY, US, is currently a Director, CFA Education at UWorld. Sam Gottlieb brings experience from previous roles at UWorld, Fitch Learning, Citi and MDA Training. Sam Gottlieb holds a 1992 - 1993 L.L.M Taxation @ New York University School of Law. With a robust skill set that includes Financial Training, CFA & FRM Training, Curriculum Development, Securities Licensing Exams, Microsoft Excel Training and more. Sam Gottlieb has 4 emails and 1 mobile phone numbers on RocketReach.
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