Sam Lundquist Email & Phone Number
Portfolio Manager @ Spinnaker Trust
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Sam Lundquist Location
- Portland, ME, US
Sam Lundquist Work
- Portfolio Manager @ (May 2026 - Present)
- Team Leader - Workplace Planning and Advice @ (August 2021 - April 2026)
- Workplace Planning Consultant @ (July 2018 - July 2021)
- Retirement Solutions Representative @ (May 2017 - July 2018)
- Stock Plan Consultant @ (January 2016 - April 2017)
- Stock Plan Associate @ (September 2015 - January 2016)
- Financial Representative Full Trader @ (April 2015 - August 2015)
- Board Of Directors @ Millen Lake Association (July 2017 - January 2025)
- Operations Manager @ (January 2012 - January 2014)
Sam Lundquist Education
- Union College
Bachelor of Arts (B.A.) (Economics)
2007-2011 - Santa Clara University 2016
Sam Lundquist Skills
- Business Development
- Customer Relations
- Customer Service
- Econometrics
- Economics
- Finance
- Financial Markets
- Financial Planning
- Financial Services
- Microsoft Office
- Sales
- Statistical Data Analysis
- Statistical Modeling
Sam Lundquist Summary
- Sam Lundquist, based in Portland, ME, US, is currently a Portfolio Manager at Spinnaker Trust. Sam Lundquist brings experience from previous roles at Fidelity Investments. Sam Lundquist holds a 2007 - 2011 Bachelor of Arts (B.A.) in Economics @ Union College. With a robust skill set that includes Business Development, Customer Relations, Customer Service, Econometrics, Economics and more. Sam Lundquist has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Spinnaker Trust Employees
Chris Whitney
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Portland, ME, US
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Caitlin Dimillo
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Zak Smolkin
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Drew Oestreicher
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Eugenio Figarella
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Amanda Rand
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Ainsley Gleason
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Casey McCormack
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Laura McHugh
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Jessamyn Norton
Chief Investment Officer, Principal, Senior Vice President
Cumberland County, Maine, United States
Timothy Kaijala
Chief Investment Officer
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Sam Lundquist
Portfolio Manager
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Forrest Hamilton
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Cynthia O'Rourke
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