Sam Sosa Email & Phone Number
Senior VP Wealth Advisor @ SteelPeak Wealth
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Sam Sosa Location
- Santa Barbara, CA, US
Sam Sosa Work
- 2024 -now Senior VP Wealth Advisor @
- 2023 -2024 Vice President, Financial Consultant @
- 2017 -2022 Financial Consultant @
- 2015 -2017 Private Client Advisor @
- 2012 -2015 Private Banker @ JP Morgan Chase Bank N.A.
- 2007 -2012 Business Specialist @ Wells Fargo Bank
- 2006 -2010 President @ SBYPC
- 2004 -2008 Real Estate Consultant @
- 2000 -2004 Buyer @ Robinson's May
Sam Sosa Education
- Santa Barbara College of Law
Doctor of Law - JD (Estate Planning)
2015-2019 - University of California, Los Angeles
Bachelors of Arts (Economics and Psychology)
1995-2000
Sam Sosa Summary
- Sam Sosa, based in Santa Barbara, CA, US, is currently a Senior VP Wealth Advisor at SteelPeak Wealth. Sam Sosa brings experience from previous roles at Fidelity Investments, J P Morgan Securities and JP Morgan Chase Bank N.A.. Sam Sosa holds a 2015 - 2019 Doctor of Law - JD in Estate Planning @ Santa Barbara College of Law. Sam Sosa has 1 emails and 1 mobile phone numbers on RocketReach.
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