Wealth Management Intern @ (June 2023 - August 2023)
Wealth Management Intern @ Strategic Advisors of Illinois (June 2022 - January 2023)
Samuel Epstein Education
Gies College of Business - University of Illinois Urbana-Champaign
Bachelor's of Science in Finance (Finance)
2020-2024
Stevenson High School, Lincolnshire, IL 2016-2020
Samuel Epstein Skills
Communication
Strategy
Leadership
Microsoft Excel
Finance
Python (Programming Language)
Teamwork
Entrepreneurship
Samuel Epstein Summary
Samuel Epstein, based in Downers Grove, IL, US, is currently a Financial Planning Associate at JMG Financial Group, Ltd.. Samuel Epstein brings experience from previous roles at Mowery & Schoenfeld Wealth and Strategic Advisors of Illinois. Samuel Epstein holds a 2020 - 2024 Bachelor's of Science in Finance in Finance @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes Communication, Strategy, Leadership, Microsoft Excel, Finance and more. Samuel Epstein has 3 emails and 1 mobile phone numbers on RocketReach.
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