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Scott Sample Location
Boston, MA, US
Scott Sample Work
2023 -now Client Portfolio Manager @
2022 -2023 Investment Strategist @
2020 -2022 Product Manager @
2018 -2020 Investment Product Manager @
2017 -2018 Regional Representative @
2016 -2017 Group Manager - Private Client Group @
2010 -2015 Manager Advisory @
2010 -2010 Business Development Manager @
2008 -2008 Wealth Management - Intern @
2008 -2008 Data Analyst - Intern @
Scott Sample Education
Trinity College-Hartford
Bachelor of Science (BSc) (Psychology)
2005-2009
Suffield Academy 2003-2005
Scott Sample Skills
Strategic Planning
Wealth Management
Portfolio Management
Investments
Business Development
Pensions
Customer Service
Sales
Asset Management
Financial Advisory
SQL
Management
Project Management
Microsoft Excel
Leadership
Scott Sample Summary
Scott Sample, based in Boston, MA, US, is currently a Client Portfolio Manager at AlphaSimplex Group. Scott Sample brings experience from previous roles at Natixis Investment Managers, Congress Asset Management and John Hancock Investments. Scott Sample holds a 2005 - 2009 Bachelor of Science (BSc) in Psychology @ Trinity College-Hartford. With a robust skill set that includes Strategic Planning, Wealth Management, Portfolio Management, Investments, Business Development and more. Scott Sample has 2 emails and 3 mobile phone numbers on RocketReach.
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