2017 -
now Managing Director | Financial Planner @
2010 -
2024 Infantry Officer @
2014 -
2017 Financial Services Representative I Managing Associate @
2014 -
2014 Financial Services Representative @
2004 -
2013 Senior Project Manager @
Sam Philbrook Education
The American College of Financial Services
Chartered Leadership Fellow (CLF)
2021
-
2021
Norwich University
Bachelors degree (History)
2013
-
2013
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 2021 - 2021 Chartered Leadership Fellow (CLF) @ The American College of Financial Services. 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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