Samuel Willis Email & Phone Number
UIT Internal Wholesaler | Southern CT and Westchester Co @ First Trust
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Samuel Willis Location
- Franklin, TN, US
Samuel Willis Work
- UIT Internal Wholesaler | Southern CT and Westchester Co @ (April 2025 - Present)
- Institutional Associate @ (November 2023 - April 2025)
- UIT Internal Wholesaler | Long Island, Brooklyn and Queens @ (June 2012 - November 2023)
- Internal Advisor Specialist @ (July 2007 - June 2012)
- Inside Financial Service Representative @ (October 2005 - May 2007)
Samuel Willis Education
- Upper Iowa University
Baccalaureate of Science (Psychology)
2000-2005
Samuel Willis Skills
- Unit Investment Trusts
- Closed-end Funds
- Mutual Funds
- Investments
- Investment Strategies
- Asset Allocation
- Fixed Income
- Equities
- Financial Services
- Wholesaling
- ETFs
- Series 7
- Series 63
- Web Sites
- Desktop Applications
- Services
- Mobile Tablet And Phone Applications
- Web Applications
- Closed End Funds
Samuel Willis Summary
- Samuel Willis, based in Franklin, TN, US, is currently a UIT Internal Wholesaler | Southern CT and Westchester Co at First Trust. Samuel Willis brings experience from previous roles at First Trust, First Trust Portfolios L.P., Nuveen Investments and Wells Fargo Advantage Funds. Samuel Willis holds a 2000 - 2005 Baccalaureate of Science in Psychology @ Upper Iowa University. With a robust skill set that includes Unit Investment Trusts, Closed-end Funds, Mutual Funds, Investments, Investment Strategies and more. Samuel Willis has 3 emails and 2 mobile phone numbers on RocketReach.
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