Sam Gottlieb Email & Phone Number
Director, CFA Education @ UWorld
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Sam Gottlieb Location
- Great Neck, NY, US
Sam Gottlieb Work
- 2021 -now Director, CFA Education @
- 2018 -now CFA Senior Content Specialist @
- 2017 -now Instructor @
- 2016 -2017 Specialist, Junior Talent Development @
- 2013 -2016 Financial Trainer @
- 2009 -2016 Independent Financial Trainer and E-Learning Curriculum Developer @ SJG,LLC.
- 2015 -2015 Operations Promotion - Training Coordinator @
- 2011 -2013 Financial Operations Instructor @
- 2010 -2011 Financial Trainer @
- 2009 -2010 Financial Instructor @ Fitch 7City
- 2000 -2009 Wealth Management Advisor @
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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