Sam Philbrook Email & Phone Number
Managing Director | Financial Planner @ Commonwealth Financial Group
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Sam Philbrook Location
- Boston, MA, US
Sam Philbrook Work
- Managing Director | Financial Planner @ (March 2017 - Present)
- Infantry Officer @ (September 2010 - June 2024)
- Financial Services Representative I Managing Associate @ (December 2014 - March 2017)
- Financial Services Representative @ (June 2014 - November 2014)
- Senior Project Manager @ (June 2004 - April 2013)
Sam Philbrook Education
- Harvard Business School
Executive Leadership Development Program
2025-2026 - Norwich University
Bachelors degree
2013 - The American College of Financial Services
Chartered Leadership Fellow (CLF)
2021 - Old Colony Regional Vocational Technical High School
Welding Technology/Welder
Sam Philbrook Skills
- Critical Thinking
- Business Relationship Management
- Teamwork
- Coaching
- Business Strategy
- Social Influence
- Communication
- Establishing Relationships
- Organization Skills
- Problem Solving
- Thinking Skills
- Diplomacy
- Presentations
- Responsiveness
- Strategic Thinking
- Interpersonal Skills
- Sounding Board
- Intellectual
- Leadership
- Public Speaking
- Management
- Leadership Development
- Microsoft Office
- Customer Service
- Training
- Marketing
- Program Management
- Army
- Social Media Marketing
- Military
- Business Development
- Customer Satisfaction
- Retail
- History
- Event Management
- Business Performance Management
- Leadership Management
- Account Management
- Microsoft Excel
- Retail Marketing
- PowerPoint
- Operational Planning
- Logistics
- Finance
- Special Events
- Financial Analysis
- Security Clearance
- Services
- Business Performance
Sam Philbrook Summary
- Sam Philbrook, based in Boston, MA, US, is currently a Managing Director | Financial Planner at Commonwealth Financial Group. Sam Philbrook brings experience from previous roles at US Army, MassMutual, Northwestern Mutual and Chase Canopy LLC. Sam Philbrook holds a 2025 - 2026 Executive Leadership Development Program @ Harvard Business School. With a robust skill set that includes Critical Thinking, Business Relationship Management, Teamwork, Coaching, Business Strategy and more. Sam Philbrook has 2 emails and 1 mobile phone numbers on RocketReach.
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