Samuel Irvine Email & Phone Number
Flower City Habitat for Humanity - Finance Committee @ Greater Rochester Habitat for Humanity
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Samuel Irvine Location
- Rochester, NY, US
Samuel Irvine Work
- Financial Advisor @ Davie Kaplan Wealth Care Advisors, LLC (November 2014 - Present)
- Flower City Habitat for Humanity - Finance Committee @ (January 2014 - Present)
- Financial Advisor @ Morgan Stanley (March 2013 - November 2014)
- Server @ Pomodoro Grill and Wine Bar (July 2012 - November 2013)
- Food and Beverage Attendant @ Hayman Island Resort (November 2011 - February 2012)
Samuel Irvine Education
- University of Rochester - Simon Business School
Executive MBA
2022-2024 - State University of New York College at Geneseo
BA (Economics)
2008-2011
Samuel Irvine Skills
- 401k
- 401k Rollovers
- Budget Management
- Client Relations
- Financial Analysis
- Investment Management
- Permanent Life Insurance
- Product Presentation
- Public Speaking
- Qualified Retirement Plans
- Retirement Planning
- Term Life Insurance
- Finance
- Training
- Microsoft Word
- Project Management
- Small Business
- Food
- Microsoft Excel
Samuel Irvine Summary
- Samuel Irvine, based in Rochester, NY, US, is currently a Flower City Habitat for Humanity - Finance Committee at Greater Rochester Habitat for Humanity. Samuel Irvine brings experience from previous roles at Davie Kaplan Wealth Care Advisors, LLC, Morgan Stanley, Pomodoro Grill and Wine Bar and Hayman Island Resort. Samuel Irvine holds a 2022 - 2024 Executive MBA @ University of Rochester - Simon Business School. With a robust skill set that includes 401k, 401k Rollovers, Budget Management, Client Relations, Financial Analysis and more. Samuel Irvine has 1 emails and 1 mobile phone numbers on RocketReach.
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