Sammy Khalil Email & Phone Number
Business Development Specialist @ Falcon Wealth Planning, Inc.
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Sammy Khalil Location
- Garden Grove, CA, US
Sammy Khalil Work
- Associate Bank Financial Advisor @ (January 2026 - Present)
- Business Development Specialist @ (December 2024 - Present)
- District Operations Manager @ Men’s District (June 2020 - December 2024)
- Finance Manager @ I&S Electronics Inc. (March 2014 - June 2020)
- Sales Associate @ Electronic Warehouse (May 2012 - March 2014)
Sammy Khalil Education
- Yale School of Management
CIMA (Certified Investment Management Analyst) Program (CIMA (Certified Investment Management Analyst) Program)
2021-2022 - Southern New Hampshire University
Bachelors (Business Administration with a concentration in Finance)
2019-2020 - California State University, Fullerton
Business Administration and Management (General)
2013-2016 - Southern New Hampshire University
Bachelor of Business Administration - BBA (Business Administration w/ Finance Concentration)
- Yale School of Management
Certified Investment Management Analyst Program
Sammy Khalil Skills
- Marketing Strategy
- Financial Planning and Analysis (FP&A)
- Operations Management
- Logistics Management
- Supply Chain Management
- District Management
- Commercial Operation
- Automotive Aftermarket
- Outsourcing
- Sales Growth
- QuickBooks
- Site Planning
- Unit Investment Trusts
- Market Research
- Staff Development
- Microsoft PowerPoint
- Availability Management
- Budgeting & Forecasting
- Business Process Improvement
- Microsoft Office
- Higher Education Financial Management
- Management of Financial Institutions
- CPO Certified
- Continuous Improvement Culture
- Inventory Management
- Finance
- Store Management
- Accountability
- Financial Analysis
- Investment Advisory Services
- Cold Calling
- Sales Operations
- Sales Processes
- Sales Presentations
- Customer Service
- Customer Satisfaction
- Customer Experience
- Customer Support
- Retail Sales
- Direct Sales
- Consumer Financing
- Sales Management
- Customer Retention
- Customer Relationship Management (CRM)
- Business Development
- Management
- Retail
- Car Audio
- Wheels
- Sales
- Certified Plan Fiduciary Advisor
- 3(38) Investment Manager
- 3(21) Investment Advisor
- ERISA FIDUCIARY
- Fiduciary Services
- Small Business Retirement Planning
- Leadership
- Financial Services
- 404 Compliance
- 3(21) Fiduciary
- 3(38) Fiduciary
- 401(k) Plan Investment Consultant
- 401(k) Investment Consultant
- Mutual Funds
- Business Retirement Plans
- Independent Financial Advice
- Defined Contribution
- 401(k) Retirement Savings Plans
- ERISA
- Fiduciary Liability
- Fee-Only Fiduciary
- Diversification Analysis
- Fiduciary Management
- Company Retirement Plans
- Business Retirement Plan Benchmarking
- 401(k) Plan Design
- Retirement Plan Design
- Fiduciary
- 401(k) Plan Annual Returns Benchmarking
- Administrative Expenses Benchmarking
- Mutual Fund Analysis
- 401(k) Fiduciary
- 401(k) Plan Fiduciary
- 401(k) Plan Advisor
- Morningstar Ratings
- Plan Provider Ranking
- Safe Harbor 401(k)
Sammy Khalil Summary
- Sammy Khalil, based in Garden Grove, CA, US, is currently a Business Development Specialist at Falcon Wealth Planning, Inc.. Sammy Khalil brings experience from previous roles at Wells Fargo Advisors, Men’s District, I&S Electronics Inc. and Electronic Warehouse. Sammy Khalil holds a 2021 - 2022 CIMA (Certified Investment Management Analyst) Program in CIMA (Certified Investment Management Analyst) Program @ Yale School of Management. With a robust skill set that includes Marketing Strategy, Financial Planning and Analysis (FP&A), Operations Management, Logistics Management, Supply Chain Management and more. Sammy Khalil has 4 emails and 6 mobile phone numbers on RocketReach.
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