Samuel Pun Email & Phone Number
Director @ Freestone Capital Management
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Samuel Pun Location
- California, United States
Samuel Pun Work
- Director @ (May 2019 - Present)
- Member - Board of Directors @ (February 2024 - Present)
- Vice President, Board Of Directors @ Family Services Agency of the Central Coast (September 2017 - Present)
- Client Relations Manager @ Scharf Investments (March 2017 - May 2019)
- Associate Director, Client Service Manager @ (January 2014 - August 2016)
- Registered Client Service Associate @ (December 2009 - January 2014)
- Relationship Service Manager - International Private Bank @ Bank of America (October 2006 - January 2009)
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 7 emails and 6 mobile phone numbers on RocketReach.
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