Sam Willis Email & Phone Number
Founder
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Sam Willis Location
- New York, NY, US
Sam Willis Work
- 2021 -now Founder @ SAW Advisory llc.
- 2024 -2025 Consultant @
- 2022 -2024 Director - Account Manager @
- 2019 -2020 Business Development Executive @ Thinknum - leading provider of alt data
- 2018 -2018 Consultant @ UBS Evidence Lab
- 2013 -2015 Managing Director - Fixed Income @
- 2012 -2013 Managing Director - Equity Research @
- 2010 -2012 Director - Equity Reseach @
- 1996 -2010 Equity Product Management and Sales @ Various Financial Service Companies
Sam Willis Education
- American University
MA (International Communications)
- University of Southern California
BA (International Relations)
- University of Oslo
Undergraduate Studies Abroad (International Business)
- School for International Training
(Graduate Studies Abroad - Bali, Indonesia)
Sam Willis Skills
- Alternative Investments
- Leadership
- Series 63
- Equity Sales
- Fixed Income
- Valuation
- Thought Leadership
- Research Management
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Investments
- Relationship Management
- Bloomberg
- Strategic Planning
- Equities
- Equity Research
- Asset Management
- New Business Development
- Product Management
- Financial Analysis
- Series 24
- Business Strategy
- Trading
- Series 7
- Securities
- Hedge Funds
- Sales
- Financial Services
- Sales Management
- Management
Sam Willis Summary
- Sam Willis, based in New York, NY, US, is currently a Founder at SAW Advisory llc.. Sam Willis brings experience from previous roles at RBC Capital Markets, Sequentum, Thinknum - leading provider of alt data and UBS Evidence Lab. Sam Willis holds a MA in International Communications @ American University. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Equity Sales, Fixed Income and more. Sam Willis has 2 emails and 1 mobile phone numbers on RocketReach.
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