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Sam Kirkland Location
California, United States
Sam Kirkland Work
Research Director @ (November 2014 - Present)
Team Lead and Senior Investment Analyst @ (October 2013 - November 2014)
Senior Investment Research Analyst @ (July 2010 - October 2013)
Manager: Investment Research and Performance Measurement @ Open Finance Network (May 2003 - August 2009)
Adjunct Professor @ (January 2005 - June 2009)
Sam Kirkland Education
UNC Charlotte Belk College of Business
MBA (Finance / Investments)
2000-2003
Sam Kirkland Skills
Fixed Income
Due Diligence
Sales
Chartered Financial Analyst
Derivatives
Capital Markets
Risk Management
Portfolio Management
Wealth Management
Trading
Mutual Funds
Manager Selection
Caia
Higher Education
Asset Managment
Investments
FINRA
Retirement Planning
Financial Advisory
Financial Services
Alternative Investments
Management
Analysis
Bonds
Securities
Bloomberg
Training
Banking
Asset Management
Corporate Finance
Financial Analysis
Equities
Investment Management
Credit Analysis
See 13+See Less
Chartered Financial
Economics
Valuation
Financial Risk
Equity Research
Investment Strategies
Investment Banking
Sam Kirkland Summary
Sam Kirkland, based in California, United States, is currently a Research Director at Wells Fargo Investment Institute. Sam Kirkland brings experience from previous roles at Wells Fargo, Open Finance Network and UNC Charlotte. Sam Kirkland holds a 2000 - 2003 MBA in Finance / Investments @ UNC Charlotte Belk College of Business. With a robust skill set that includes Fixed Income, Due Diligence, Sales, Chartered Financial Analyst, Derivatives and more. Sam Kirkland has 3 emails and 2 mobile phone numbers on RocketReach.
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