Sam Scholes Email & Phone Number
Vice President | Client Portfolio Manager | Fixed Income @ First Trust
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Sam Scholes Location
- Wheaton, IL, US
Sam Scholes Work
- Vice President | Client Portfolio Manager | Fixed Income @ (March 2024 - Present)
- Business Intelligence @ (June 2022 - March 2024)
- Pastor @ (July 2019 - January 2022)
- ETF and SMA Internal Specialist @ (August 2016 - July 2019)
- Fixed Income Consultant | RIA Group @ (May 2016 - August 2016)
- Associate | RIA Group @ (May 2014 - May 2016)
- Analyst | Institutional Group @ (June 2013 - May 2014)
- Internship @ (June 2012 - December 2012)
Sam Scholes Education
- The Citadel
Bachelor of Science (B.S.) (Business Administration and Management, General)
2009-2013
Sam Scholes Skills
- PowerPoint
- Banking
- Public Speaking
- Reverse Mortgages
- Bonds
- Fixed Income
- Speed Reading
- Financial Planning
- Microsoft PowerPoint
- Portfolio Management
- Financial Modeling
- Investments
- Bloomberg
- Mentoring
- Finance
- Mutual Funds
- Fixed Income Analysis
- Strategic Financial Planning
- Microsoft Office
- Microsoft Excel
- VBA
- Credit
- Fixed Income Strategies
- Municipal Bonds
- Trading
- Analysis
- Series 7
Sam Scholes Summary
- Sam Scholes, based in Wheaton, IL, US, is currently a Vice President | Client Portfolio Manager | Fixed Income at First Trust. Sam Scholes brings experience from previous roles at First Trust, Servant Group International and Performance Trust Capital Partners. Sam Scholes holds a 2009 - 2013 Bachelor of Science (B.S.) in Business Administration and Management, General @ The Citadel. With a robust skill set that includes PowerPoint, Banking, Public Speaking, Reverse Mortgages, Bonds and more. Sam Scholes has 2 emails and 1 mobile phone numbers on RocketReach.
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