Samuel Steele Email & Phone Number
Managing Director @ ZRC Worldwide
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Samuel Steele Location
- Boston, MA, US
Samuel Steele Work
- Managing Director @ (September 2020 - Present)
- Director, Multi-Asset and Alternative Investments @ (July 2017 - September 2020)
- Senior Product Manager, Multi-Asset and Alternative Investments @ (March 2015 - July 2017)
- Regional Sales Director @ (June 2012 - February 2015)
- Regional Marketing Associate @ (April 2011 - May 2012)
- Dealer Marketing Representative @ (January 2011 - April 2011)
- Sales and Marketing Center Associate @ (April 2009 - June 2010)
Samuel Steele Education
- Northeastern University
Bachelor of Science (Business Administration)
2007-2010 - Ursinus College
Biology
2005-2006
Samuel Steele Skills
- Consultative Selling
- Competitive Analysis
- Sales Presentations
- Morningstar
- Salesforce.com
- Excel
- PowerPoint skills
- Lotus Notes
- PowerPoint
- Investments
- Mutual Funds
- Morningstar Direct
- Wealth Management
- Series 63
- Series 6
- Series 65
- Series 7
- Separately Managed Accounts
- Alternative Investments
- Financial Services
- Equities
- Asset Allocation
- Fixed Income
Samuel Steele Summary
- Samuel Steele, based in Boston, MA, US, is currently a Managing Director at ZRC Worldwide. Samuel Steele brings experience from previous roles at Columbia Threadneedle Investments, US and Putnam Investments. Samuel Steele holds a 2007 - 2010 Bachelor of Science in Business Administration @ Northeastern University. With a robust skill set that includes Consultative Selling, Competitive Analysis, Sales Presentations, Morningstar, Salesforce.com and more. Samuel Steele has 2 emails and 2 mobile phone numbers on RocketReach.
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