Financial Consultant @ (July 2015 - September 2018)
Sam Khan Education
Regis University
Masters (Business Administration)
2011-2013
University of Colorado Boulder
Bachelors of Arts (Political Science)
2006-2011
Sam Khan Skills
Alternative Investment Strategies
Asset Allocation
Balance Sheet Review
Business Development
Business Insights
Business Strategy
Certified Financial Planner
Client Relations
Communication
Compensation Planning
Consulting
Deferred Compensation
Emerging Trends
Executive Relationships
Fiduciary
Finance Consulting
Financial Advisory
Financial Planning
Financial Sales
Fixed-Income Investing
Hedge Funds
Impact Investing
Investment Management
Leadership
Market Analysis
Presentations
Private Banking
Regulatory Guidelines
Sales Leadership
Sales Performance
Sales Processes
Series 7
Services Sales
Wealth Management
Wholesale
Written Communication
Sam Khan Summary
Sam Khan, based in Denver, CO, US, is currently a Regional Vice President, New Client Development at Wealth Enhancement. Sam Khan brings experience from previous roles at The Mather Group, LLC, Mercer Advisors, Bernstein Private Wealth Management and Fidelity Investments. Sam Khan holds a 2011 - 2013 Masters in Business Administration @ Regis University. With a robust skill set that includes Alternative Investment Strategies, Asset Allocation, Balance Sheet Review, Business Development, Business Insights and more. Sam Khan has 2 emails on RocketReach.
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