Sam Richardson Email & Phone Number
Senior Portfolio Manager @ 3Macs, a division of Raymond James
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Sam Richardson Location
- Toronto, ON, CA
Sam Richardson Work
- Senior Portfolio Manager @ (October 2024 - Present)
Sam Richardson Education
- Royal Melbourne Institute of Technology
Bachelors (Business, Finance)
Sam Richardson Skills
- Financial Analysis
- Securities
- Investments
- Finance
- Customer Service
- Wealth Management
- Financial Planning
- Financial Modeling
- Estate Planning
- Retirement
- Financial Advisory
- Investment Advisory
- Valuation
- Research
- Mutual Funds
- Alternative Investments
- Asset Management
- Portfolio Management
- Investment Management
- Retirement Planning
- Investment Strategies
- Financial Markets
- Asset Allocation
- Equities
- Capital Markets
- Microsoft Office
- Sales
- Retirement Income Strategies
- Fixed Income
- Financial Services
- Equity Valuation
- Equity Capital Markets
- Equity Research
- Strategic Financial Planning
- Microsoft Word
- Canadian Securities Course
- Financial Statement Analysis
- Microsoft Excel
- Interpersonal Skills
- Computer Literacy
- DCF Valuation
Sam Richardson Summary
- Sam Richardson, based in Toronto, ON, CA, is currently a Senior Portfolio Manager at 3Macs, a division of Raymond James. Sam Richardson holds a Bachelors in Business, Finance @ Royal Melbourne Institute of Technology. With a robust skill set that includes Financial Analysis, Securities, Investments, Finance, Customer Service and more. Sam Richardson has 2 emails on RocketReach.
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