Sam P. Email & Phone Number

Director of Evolve Service @ Mutual Securities, Inc. Member FINRA, SIPC

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Sam P. Location

Mount Pleasant, SC, US

Sam P. Work

2026 - now Director of Evolve Service @ Mutual Securities, Inc. Member FINRA, SIPC
2024 - 2026 Team Lead and Sr. Client Service Specialist @ Mutual Securities, Inc. Member FINRA, SIPC
2021 - 2024 Advisor and Client Support Specialist @ Mutual Securities, Inc. Member FINRA, SIPC

2020 - 2021 Client Service Manager III @ Favor Wealth Advisors
2020 - 2020 Client Service Manager II @ Favor Wealth Advisors
2019 - 2020 Client Service Manager @ Favor Wealth Advisors
2019 - 2019 Traveled and Moved to Los Angeles @ Traveled and Moved
2019 - 2019 New Business Case Manager- Gold Team @ AssetMark
2018 - 2019 New Business Case Manager @ AssetMark
View Department
2018 - 2018 Account Operations Specialist @ AssetMark
View Department

see less

Sam P. Education

University of Pittsburgh
Bachelor of Arts (Major: Communications & Rhetoric Minor: Italian Studies)

Sam P. Skills

Services
Support

Sam P. Summary

Sam P., based in Mount Pleasant, SC, US, is currently a Director of Evolve Service at Mutual Group. Sam P. brings experience from previous roles at Mutual Group and Haydel, Biel & Associates. Sam P. holds a Bachelor of Arts in Major: Communications & Rhetoric Minor: Italian Studies @ University of Pittsburgh. With a robust skill set that includes Services, Support and more. Sam P. has 3 emails and 3 mobile phone numbers on RocketReach.

Sam P. Emails

Found 3 emails

Sam P. Phone Numbers

Found 6 phone numbers

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Director of Evolve Service at Mutual Group

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- +1 520-240-XXXX
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- +1 484-614-XXXX
- +1 206-331-XXXX

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