Associate, Private Investment Reporting @ (August 2022 - September 2023)
Operations Associate @ (January 2022 - January 2022)
Associate Financial Planner @ (May 2021 - August 2021)
Volunteer Income Tax Preparer @ (January 2021 - May 2021)
ASPIRE Clinic | Financial Service Provider @ (January 2021 - May 2021)
FPA Virtual Externship @ (June 2020 - August 2020)
Benefits Advisor @ (May 2019 - August 2019)
Maintenance Crew @ Trophy Club of Atlanta- Golf Course (May 2017 - August 2019)
Samuel Hendrick Education
University of Georgia Financial Planning
Bachelor's degree (Financial Planning and Services)
University of North Georgia
Associate's degree (Business Administration and Management, General)
Cambridge High School
High School Diploma
Samuel Hendrick Skills
Addepar - Reporting Software
Alternative Investments
Black Diamond - Reporting Software
CANOE Intelligence (Private Investment Software)
Critical Thinking
Customer Service
Data Management
Excel- Fnancial Planning
Fundamental Analysis
Global Asset Allocation
Insurance
Leadership
MoneyGuidePro
Planning
Problem Solving
Process Optimization
Reliability
Salesforce - CRM
Servant Leadership
Strategic Asset Allocation
Strategic Financial Planning
Supplemental Insurance
Technical Analysis
Samuel Hendrick Summary
Samuel Hendrick, based in Atlanta, GA, US, is currently a Maintenance Crew and Ground Crew- Level 1 at Ansley Golf Club. Samuel Hendrick brings experience from previous roles at Ellevate, Cresset, Linea Private Wealth Management, LLC and Investment Planning Advisors, Inc.. Samuel Hendrick holds a Bachelor's degree in Financial Planning and Services @ University of Georgia Financial Planning. With a robust skill set that includes Addepar - Reporting Software, Alternative Investments, Black Diamond - Reporting Software, CANOE Intelligence (Private Investment Software), Critical Thinking and more. Samuel Hendrick has 1 mobile phone numbers on RocketReach.
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