Samuel Bergen Email & Phone Number
Senior Sales Director @ Oxford DataPlan
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Samuel Bergen Location
- New York, NY, US
Samuel Bergen Work
- Senior Sales Director @ (October 2026 - Present)
- Global Practice Group Leader at Intapp Employee Compliance @ (May 2023 - October 2026)
- Senior Vice President, Head of Sales @ Paragon Data Labs (February 2022 - May 2023)
- Senior Sales Executive @ (October 2019 - February 2022)
- Sales Executive @ (September 2018 - October 2019)
- Vice President of Sales - Financial Services, Western Region @ (October 2017 - September 2018)
- Senior Relationship Manager @ (May 2013 - June 2017)
- Analytics @ (July 2012 - May 2013)
- Sr Account Executive @ (April 2012 - July 2012)
- Premier Banker @ Wells Fargo Bank (May 2010 - April 2012)
- Intern @ Pollakov Financial (January 2010 - June 2010)
- Member @ Investors Registry (January 2005 - January 2010)
Samuel Bergen Education
- University of San Diego
Bachelors of Science (Finance)
2008-2010 - Southern Utah University 2006-2007
Samuel Bergen Skills
- Account Management
- Banking
- California Life and Health Insurance Licensed
- Cash Management
- Coaching
- Consumer Lending
- Credit
- Credit Analysis
- Cross Selling
- Customer Service
- Equities
- Excel
- Finance
- Financial Analysis
- Financial Services
- Fluent In Dutch
- Insurance
- Investments
- Loans
- Management
- Microsoft Excel
- Microsoft Word
- Mortgage
- Mortgage Lending
- Mutual Funds
- Portfolio Management
- PowerPoint
- Retail Banking
- Retirement Planning
- Sales
- Securities
- Series 66
- Series 7
- Teamwork
- Wealth Management
- Word
- Bloomberg
- California Life
- SAN
- Microsoft Office
- Project Management
- Analytics
Samuel Bergen Summary
- Samuel Bergen, based in New York, NY, US, is currently a Senior Sales Director at Oxford Data Plan. Samuel Bergen brings experience from previous roles at Intapp, Paragon Data Labs and YipitData. Samuel Bergen holds a 2008 - 2010 Bachelors of Science in Finance @ University of San Diego. With a robust skill set that includes Account Management, Banking, California Life and Health Insurance Licensed, Cash Management, Coaching and more. Samuel Bergen has 3 emails and 1 mobile phone numbers on RocketReach.
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