2014 -2016 Associate Director, Client Service Manager @
2009 -2014 Registered Client Service Associate @
2006 -2009 Relationship Service Manager - International Private Bank @ Bank of America
Samuel Pun Education
University of San Francisco
M.S. - Financial Analysis
2011-2013
University of California, Davis
B.A. International Relations
2001-2005
Samuel Pun Skills
Financial Analysis
Banking
Portfolio Management
Investments
Equities
Series 7
Fixed Income
Hedge Funds
Derivatives
Alternative Investments
Financial Modeling
Bloomberg
Samuel Pun Summary
Samuel Pun, based in California, United States, is currently a Director at Freestone Capital Management. Samuel Pun brings experience from previous roles at Community Foundation Santa Cruz County, Family Services Agency of the Central Coast, Scharf Investments and Sonen Capital. Samuel Pun holds a 2011 - 2013 M.S. - Financial Analysis @ University of San Francisco. With a robust skill set that includes Financial Analysis, Banking, Portfolio Management, Investments, Equities and more. Samuel Pun has 6 emails and 6 mobile phone numbers on RocketReach.
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