Sam Nasser Email & Phone Number
Wealth Advisor @ Suncoast Credit Union
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Sam Nasser Location
- Tampa, FL, US
Sam Nasser Work
- 2023 -now Wealth Advisor @
- 2021 -2023 Investment Program Manager @
- 2020 -2021 Regional Director @
- 2012 -2019 Vice President, Division Director - Financial Institutions Division @
- 2003 -2012 Vice President, Asset Management Services @
Sam Nasser Education
- University of Tampa - John H. Sykes College of Business
MBA (General)
2007-2009 - University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA) (Investment Management)
2007-2007 - University of South Florida Muma College of Business
BA (Finance)
2001-2004
Sam Nasser Skills
- Series 7
- Series 24
- Series 66
- Uniform Combined State Law
- Series 63
- Securities
- Strategic Financial Planning
- Wealth Management
- Investments
- Fixed Income
- Mutual Funds
- Retirement Planning
- Retirement
- Investment Advisory
- Portfolio Management
- Asset Management
- Alternative Investments
- Asset Allocation
- Equities
- Investment Strategies
- Financial Advisory
- Investment Management
- FINRA
- Financial Services
- 401k
- IRAs
- Finance
- Financial Planning
Sam Nasser Summary
- Sam Nasser, based in Tampa, FL, US, is currently a Wealth Advisor at Suncoast Credit Union. Sam Nasser brings experience from previous roles at Suncoast Credit Union, Ameriprise Financial Services, LLC., Raymond James Financial Services, Inc. and Raymond James & Associates. Sam Nasser holds a 2007 - 2009 MBA in General @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Series 7, Series 24, Series 66, Uniform Combined State Law, Series 63 and more. Sam Nasser has 2 emails and 1 mobile phone numbers on RocketReach.
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