Sam Wickline Email & Phone Number
Wealth Manager @ Creative Planning
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Sam Wickline Location
- Metairie, LA, US
Sam Wickline Work
- 2025 -now Wealth Manager @
- 2017 -2025 Banker at J.P. Morgan Private Bank @
- 2015 -2017 Commercial Underwriter, Middle Market Banking and Specialized Industries @
- 2013 -2015 Senior Underwriter, Global Wealth Management @
- 2009 -2012 Senior Programs Analyst @
- 2007 -2008 Student @
- 2006 -2007 Civilian Personnel Fiscal Officer @ Headquarters, Marine Forces Reserve
- 2005 -2006 Country Plans Officer @ Combined Joint Task Force - Horn of Africa
- 2004 -2005 Mobilization Fiscal Officer @ Headquarters, Marine Forces Reserve
Sam Wickline Education
- The United States Naval Postgraduate School
Master of Science (M.S.) (Management)
2007-2008 - United States Naval Academy
Bachelor of Science (B.S.) (Economics)
1999-2003
Sam Wickline Skills
- Systems Analysis
- Estate Planning
- Financial Advisory
- PowerPoint
- Banking
- Cash Management
- Defense
- Operational Planning
- Financial Planning
- Navy
- Brokerage
- Financial Modeling
- Capital Markets
- Government
- Annual Reviews
- Relationship Management
- Credit Risk
- Team Leadership
- Finance
- Wealth Planning
- Asset Allocation
- Software
- Financial Services
- Wealth Management
- Operations
- Underwriting
- Command
- Microsoft Office
- Microsoft Word
- Risk Analysis
- Portfolio Construction
- Program Management
- Microsoft Excel
- Analytical Skill
- Risk Management
- Military Experience
- Credit
- Training
- Asset Management
- Financial Analysis
- National Security
- Military
- Security Clearance
- Military Operations
- Parsing
- Business Strategy
- Management
- Private Banking
- Financial Management
- Organizational Leadership
- Analysis
- Data Mining
- Philanthropy
- Investment Management
- Database Administration
- Leadership
Sam Wickline Summary
- Sam Wickline, based in Metairie, LA, US, is currently a Wealth Manager at Creative Planning. Sam Wickline brings experience from previous roles at J.P. Morgan, JPMorgan Chase & Co. and Headquarters Marine Corps, Programs & Resources. Sam Wickline holds a 2007 - 2008 Master of Science (M.S.) in Management @ The United States Naval Postgraduate School. With a robust skill set that includes Systems Analysis, Estate Planning, Financial Advisory, PowerPoint, Banking and more. Sam Wickline has 2 emails on RocketReach.
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