Sam Rouman's Location
Saint Paul, MN, US
Sam Rouman's Work
- Senior Wealth Advisor @ IHT Wealth Management
- Adjunct Instructor - Finance @ University of St. Thomas - Opus College of Business
- Chief Planning Officer, Senior Wealth Advisor @ BerganKDV
- Senior Wealth Advisor @ BerganKDV
- Lead Wealth Manager @ Accredited Investors Wealth Management®
- Advisor @ Vector Wealth Management
- Adjunct Instructor @ University of St. Thomas - Opus College of Business
- Instructor @ St. Mary's University
- Vice President @ Shenehon Company
- Director, Product Development @ RELIASTAR LIFE INSURANCE COMPANY
Sam Rouman's Education
- University of St. Thomas - Opus College of Business
MBA (Marketing)
1991 - 1995 - The American College
CLU, ChFC (Financial Services)
1986 - 1990 - University of Michigan
BA (Psychology)
1981 - 1985
- Mt. Pleasant High School
Sam Rouman's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Planning
- Financial Planners
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Teaching
Sam Rouman's Summary
Sam Rouman, based in Saint Paul, MN, US, is currently a Senior Wealth Advisor at IHT Wealth Management, bringing experience from previous roles at University of St. Thomas, BERGANKDV WEALTH MANAGEMENT, LLC and Accredited Investors, Inc.. Sam Rouman holds a 1991 - 1995 MBA in Marketing @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Planning, Financial Planners and more, Sam Rouman contributes valuable insights to the industry. Sam Rouman has 3 emails on RocketReach.
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