Samuel Sexton Email & Phone Number
Founder and Lead Advisor @ Gather Wealth
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Samuel Sexton Location
- Saint Paul, MN, US
Samuel Sexton Work
- 2023 -now Founder and Lead Advisor @
- 2019 -2023 Senior Wealth Manager @
- 2016 -2019 Senior Wealth Advisor @
- 2014 -2016 Wealth Advisor @
- 2012 -2014 Associate Wealth Advisor @
- 2011 -2012 Accountant and Controller @
- 2008 -2010 Advanced Staff Accountant @
- 2006 -2008 Accounting Club Board Member @
- 2007 -2007 Financial Advisory Intern @
Samuel Sexton Education
- College for Financial Planning
CFP Education Course (Financial Planning and Services)
2014-2015 - St. John's University
BA (Accounting)
2004-2008 - University College Cork
History and Philosophy (History and Philosophy)
2007-2007 - St. Cloud State University
Finance and Marketing (Finance and Marketing)
2006-2007
Samuel Sexton Skills
- Financial Advisory
- Asset Allocation
- Financial Analysis
- Accounting
- Forecasting
- Investments
- Insurance
- Finance
- Retirement Planning
- Tax Preparation
- CPA
- Asset Management
- Personal Financial Planning
- Leadership
- Alternative Investments
- Auditing
- Internal Controls
- Teamwork
- Coaching
- Microsoft Excel
- Tax
- Customer Service
- Financial Planning
- Management
- High Net Worth Individuals
- Wealth Management
- Holistic Financial Planning
Samuel Sexton Summary
- Samuel Sexton, based in Saint Paul, MN, US, is currently a Founder and Lead Advisor at Gather Wealth. Samuel Sexton brings experience from previous roles at All Star Financial, CLA (CliftonLarsonAllen), CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen Wealth Advisors, LLC. Samuel Sexton holds a 2014 - 2015 CFP Education Course in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Asset Allocation, Financial Analysis, Accounting, Forecasting and more. Samuel Sexton has 2 emails and 1 mobile phone numbers on RocketReach.
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Samuel Sexton
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