Sam Willis Location
New York, NY, US
Sam Willis Work
- 2021 - now Founder @ SAW Advisory llc.
- 2024 - 2025 Consultant @ RBC Capital Markets
- 2022 - 2024 Director - Account Manager @ Sequentum India Pvt. Ltd.
- 2019 - 2020 Business Development Executive @ Thinknum - leading provider of alt data
- 2018 - 2018 Consultant @ UBS Evidence Lab
- 2013 - 2015 Managing Director - Fixed Income @ Guggenheim Partners
- 2012 - 2013 Managing Director - Equity Research @ Guggenheim Partners
- 2010 - 2012 Director - Equity Reseach @ Guggenheim Partners
- 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
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 3 emails and 1 mobile phone numbers on RocketReach.
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