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Samim Syed Location
Denver, CO, US
Samim Syed Work
2023 -now Co-Founder, CEO @
2019 -now Wealth, Legacy and Digital Asset Advisor @
2025 -2026 Wealth Advisor @
2021 -2023 Co-Founder, COO @ Capsll, Inc
2017 -2022 Financial Advisor @
2016 -2017 Senior Investment Advisor @
2012 -2016 Senior Financial Planner @
2008 -2010 Derivatives Trader @
2006 -2008 Equity Broker @
Samim Syed Education
Bishopshalt Sixth Form 2003-2005
Bishopshalt School 1998-2003
Samim Syed Skills
Investments
Wealth Management
Portfolio Management
Equities
Alternative Investments
Finance
Financial Planning
Trading
Wealth Management Services
Retirement
Mutual Funds
Asset Management
Derivatives
Investment Strategies
Financial Services
Financial Markets
QROPS
Financial Advisory
Estate Planning
Investment Advisory
Savings
Pensions
SIPP
Financial Risk
Options
Investment Management
Economics
Personal Financial Planning
Commodity
Asset Allocation
Wealth
Hedge Funds
Retirement Planning
Financial Planners
Strategic Financial Planning
Private Banking
Emerging Markets
Defined Benefit
Defined Contribution
401k Rollovers
401(k) Retirement Savings Plans
Inheritance Tax Planning
Public Speaking
Financial Education
UK Pensions
Final Salary
UK Assets
Private Pensions
UK Pension Planning
UK SIPPS
FX Options
Equity
Leadership
Strategic Planning
Customer Service
401k Retirement Savings Plans
401 Retirement Savings Plans
Samim Syed Summary
Samim Syed, based in Denver, CO, US, is currently a Co-Founder, CEO at EVchargeME. Samim Syed brings experience from previous roles at Syed Financial Group, Digital Wealth Partners, Capsll, Inc and Northwestern Mutual. Samim Syed holds a 2003 - 2005 Bishopshalt Sixth Form. With a robust skill set that includes Investments, Wealth Management, Portfolio Management, Equities, Alternative Investments and more. Samim Syed has 2 emails and 1 mobile phone numbers on RocketReach.
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