Strategic Business Consultant @ Self-Employed (September 2025 - April 2026)
Account Manager, Investor Strategy and Execution | Partnership Development @ (February 2023 - September 2024)
Investor Strategy and Execution | Partnership Development @ (November 2021 - February 2023)
Equity Trade Specialist @ (July 2020 - November 2021)
Trading and Operations Analyst Co-op @ NEON LIBERTY CAPITAL MANAGEMENT LLC (July 2019 - December 2019)
Financial Analyst Co-op @ (July 2018 - December 2018)
Intern @ (May 2015 - June 2015)
Sameer Sheik Education
Northeastern University
Bachelor of Science in Business Administration (Finance, General)
2016-2020
ACT - American College of Thessaloniki
Bachelor of Science in Business Administration (Finance)
2016-2016
Souderton Area High School 2012-2016
Sameer Sheik Skills
Account Management
Bloomberg
Client Onboarding
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Python (Programming Language)
Sales Operations
Strategic Partnerships
Sameer Sheik Summary
Sameer Sheik, based in San Francisco, CA, US, is currently a Senior Customer Success Manager at Ascend. Sameer Sheik brings experience from previous roles at Self-Employed, Upgrade, Inc. and Charles Schwab. Sameer Sheik holds a 2016 - 2020 Bachelor of Science in Business Administration in Finance, General @ Northeastern University. With a robust skill set that includes Account Management, Bloomberg, Client Onboarding, Microsoft Excel, Microsoft PowerPoint and more. Sameer Sheik has 2 emails and 1 mobile phone numbers on RocketReach.
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