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Samuel Steele Location
Boston, MA, US
Samuel Steele Work
2020 -now General Manager @
2017 -2020 Director, Multi-Asset and Alternative Investments @
2015 -2017 Senior Product Manager, Multi-Asset and Alternative Investments @
2012 -2015 Regional Sales Director @
2011 -2012 Regional Marketing Associate @
2011 -2011 Dealer Marketing Representative @
2009 -2010 Sales and Marketing Center Associate @
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 General Manager 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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