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Scott Sample Location
Boston, MA, US
Scott Sample Work
Client Portfolio Manager @ (April 2023 - Present)
Investment Strategist @ (March 2022 - April 2023)
Product Manager @ (November 2020 - March 2022)
Investment Product Manager @ (October 2018 - November 2020)
Regional Representative @ (December 2017 - October 2018)
Group Manager - Private Client Group @ (January 2016 - August 2017)
Manager Advisory @ (September 2010 - December 2015)
Business Development Manager @ (January 2010 - August 2010)
Wealth Management - Intern @ (September 2008 - December 2008)
Data Analyst - Intern @ (June 2008 - August 2008)
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 3 emails and 4 mobile phone numbers on RocketReach.
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