Sam Sanchez Email & Phone Number
Client Portfolio Director @ NorthRock Partners
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Sam Sanchez Location
- Saint Paul, MN, US
Sam Sanchez Work
- Client Portfolio Director @ (September 2025 - Present)
- Risk Management Consultant @ (May 2025 - September 2025)
- Risk Management Consultant @ (October 2024 - February 2025)
- VP - Senior Manager Treasury Audit Group @ (November 2023 - May 2024)
- VP - Financial Management Risk Program Manager @ (June 2021 - November 2023)
- Senior Audit Manager - VP, Credit and Model Risk @ (December 2019 - June 2021)
- Senior Audit Manager - AVP, Models and Market and Liquidity Risk @ (June 2017 - December 2019)
- Senior Lead Auditor @ (March 2014 - June 2017)
- AVP - Credit and Relationship Manager @ (December 2011 - March 2014)
- Vice President - Commercial Banking Credit Portfolio Manager @ (April 2011 - November 2011)
- Financial Advisor @ (March 2010 - January 2011)
- President and CEO @ Sanchez Advisors (October 2008 - March 2010)
- Vice President Finance @ Arrowhead Capital Management (July 2008 - October 2008)
- AVP - Credit and Relationship Manager @ M&I Marshall & Ilsley Bank (October 2005 - July 2008)
- Research Assistant @ (January 1998 - January 2000)
Sam Sanchez Education
- Fordham Gabelli School of Business
Master of Science - MS (Global Finance)
2021-2022 - Fordham University
Bachelor of Arts (Sociology)
1995-2000
Sam Sanchez Skills
- Banking
- Credit
- Financial Analysis
- Cash Flow
- Equities
- Investments
- Funding
- Securities
- Bloomberg
- Excel
- Word
- Spanish
- Windows
- Credit Analysis
- Bonds
- Commercial Banking
- Fixed Income
- Asset Based Lending
- Financial Modeling
- Portfolio Management
- Financial Planning
- Capital Markets
- Access
- Credit Risk
- Corporate Finance
- Risk Management
- Strategic Financial Planning
- Financial Services
- Microsoft Word
- Microsoft Excel
- Finance
- Management
- Loans
- Strategic Planning
- Financial Risk
- Strategy
- Leadership
- Analysis
- Private Equity
- Mergers & Acquisitions
- Microsoft Office
- Public Speaking
- Strategic Financial
- Social Media
- Financial Reporting
- Mergers and Acquisitions
Sam Sanchez Summary
- Sam Sanchez, based in Saint Paul, MN, US, is currently a Client Portfolio Director at NorthRock Partners. Sam Sanchez brings experience from previous roles at TD, Bremer Bank, Huntington National Bank and Truist. Sam Sanchez holds a 2021 - 2022 Master of Science - MS in Global Finance @ Fordham Gabelli School of Business. With a robust skill set that includes Banking, Credit, Financial Analysis, Cash Flow, Equities and more. Sam Sanchez has 1 emails and 1 mobile phone numbers on RocketReach.
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