Associate Relationship Manager @ (May 2023 - October 2024)
Registered Client Service Associate, Truist Investment Services, Inc. @ (August 2020 - May 2023)
Small Business Consultant @ (November 2019 - July 2020)
Private Wealth Management Intern @ (May 2018 - August 2018)
Intern @ (June 2017 - August 2017)
Sam Shelley Education
Centre College
Bachelor's of Science (Economics and Finance, Political Science)
2015-2019
Sam Shelley Summary
Sam Shelley, based in Knoxville, TN, US, is currently a Financial Advisor at Marzolf Investment Group, LLC. Sam Shelley brings experience from previous roles at The Trust Company of Tennessee, Truist Wealth, Paychex and Hilliard Lyons - A Baird Company. Sam Shelley holds a 2015 - 2019 Bachelor's of Science in Economics and Finance, Political Science @ Centre College.
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