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
- Senior VP Wealth Advisor @ (March 2024 - Present)
- Vice President, Financial Consultant @ (January 2023 - March 2024)
- Financial Consultant @ (January 2017 - December 2022)
- Private Client Advisor @ (August 2015 - January 2017)
- Private Banker @ JP Morgan Chase Bank N.A. (May 2012 - August 2015)
- Business Specialist @ Wells Fargo Bank (January 2007 - January 2012)
- President @ SBYPC (May 2006 - January 2010)
- Real Estate Consultant @ (January 2004 - June 2008)
- Buyer @ Robinson's May (June 2000 - July 2004)
Sam Sosa Education
- Santa Barbara College of Law
Doctor of Law - JD (Estate Planning)
2015-2019 - UCLA
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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