Wealth Management Assistant @ (April 2022 - September 2024)
Wealth Management Assistant @ I.M. Wealth Care, LLC (July 2020 - April 2022)
Investment Solutions Representative @ (March 2019 - July 2020)
Practice Development Consultant @ (July 2016 - November 2018)
Financial Planning Sales Specialist @ (May 2015 - July 2016)
Client Services Representative @ (November 2013 - May 2015)
Financial Advisor @ (August 2012 - November 2013)
Samantha Stringer Education
Millikin University
Bachelor of Science (B.S.) (Accounting and Finance)
2008-2012
University of Missouri-Columbia 2006-2008
Samantha Stringer Summary
Samantha Stringer, based in Denver, CO, US, is currently a Wealth Planning Consultant at Wells Fargo Advisors. Samantha Stringer brings experience from previous roles at I.M. Financial, LLC, I.M. Wealth Care, LLC, Fidelity Investments and Waddell & Reed. Samantha Stringer holds a 2008 - 2012 Bachelor of Science (B.S.) in Accounting and Finance @ Millikin University. Samantha Stringer has 2 emails on RocketReach.
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