Sam Sellery Email & Phone Number
SVP, Director of Strategic Initiatives @ First Mutual Holding Co.
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Sam Sellery Location
- Cleveland, OH, US
Sam Sellery Work
- 2025 -now SVP, Director of Strategic Initiatives @
- 2022 -2025 SVP, Head of Digital Banking @
- 2021 -2022 Sr. Digital Product Manager | Wealth Management @
- 2018 -2021 Digital Product Manager | Cross-Sell Platforms @
- 2017 -2018 Digital Strategy Manager | Investments @
- 2014 -2017 Owner | Managing Partner - Digital Investment Research Platform @
- 2005 -2014 Financial Advisor @
Sam Sellery Education
- Miami University
(Student Athlete)
2001-2005 - Miami University
B.S. Sports Leadership & Management
2001-2005 - Cathedral High School 1997-2001
Sam Sellery Skills
- Leadership
- Strategic Planning
- Product Management
- Investments
- Portfolio Management
- Asset Management
- Project Management
- Go-to-market Strategy
- Search Engine Optimization (SEO)
- Pay Per Click (PPC)
- Marketing Strategy
- Digital Marketing
- Display Advertising
- Financial Modeling
- Mutual Funds
- 401k
- Asset Allocation
- Budgets
- Retirement Planning
- Financial Analysis
- Financial Advisory
- Investment Advisory
- Investment Management
- Financial Planning
- Data Analysis
- Digital Strategy
- Agile Methodologies
- Scrum
- Business Analysis
- Agile Project Management
- Software as a Service (SaaS)
- Microsoft Office
- Microsoft Excel
- Trading Systems
- Jira
- Figma (Software)
- Management
- Public Speaking
- Problem Solving
- Customer Service
- Process Improvement
- Block Trading
- FinTech
- Waterfall Project Management
- Confluence
- Exchange Traded Funds
- Custody
- Clearing Houses
- Turkey Asset Management Platform
- InVision
Sam Sellery Summary
- Sam Sellery, based in Cleveland, OH, US, is currently a SVP, Director of Strategic Initiatives at First Mutual Holding Co.. Sam Sellery brings experience from previous roles at First Mutual Holding Co. and KeyBank. Sam Sellery holds a 2001 - 2005 Miami University. With a robust skill set that includes Leadership, Strategic Planning, Product Management, Investments, Portfolio Management and more. Sam Sellery has 2 emails and 1 mobile phone numbers on RocketReach.
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