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Samuel Greenberg Location
Baltimore, MD, US
Samuel Greenberg Work
Mortgage Loan Officer @ (June 2023 - Present)
Mortgage Loan Officer @ (September 2020 - September 2023)
Financial Advisor @ (October 2015 - September 2020)
Financial Advisor @ (October 2012 - October 2015)
Samuel Greenberg Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
2018-2018
Dickinson College
B.A. (Economics)
2008-2012
McDonogh School 1994-2008
Samuel Greenberg Skills
Financial Reporting
Customer Service
Training
Microsoft Excel
Research
Financial Analysis
Wealth Management
Investments
Financial Advisory
Series 7
Investment Advisory
Microsoft Office
Chartered Retirement Planning Counselor
PowerPoint
Social Media
Mortgage Lending
Public Speaking
Finance
Retirement Planning
Mutual Funds
Residential Mortgages
Samuel Greenberg Summary
Samuel Greenberg, based in Baltimore, MD, US, is currently a Mortgage Loan Officer at Cazle Mortgage, Inc.. Samuel Greenberg brings experience from previous roles at Equity Mortgage Lending, Wells Fargo Advisors and Morgan Stanley. Samuel Greenberg holds a 2018 - 2018 CRPC, Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Financial Reporting, Customer Service, Training, Microsoft Excel, Research and more. Samuel Greenberg has 2 mobile phone numbers on RocketReach.
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