Scott Samuels Email & Phone Number
Senior Wealth Advisor @ Citi
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Scott Samuels Location
- New York, NY, US
Scott Samuels Work
- Senior Wealth Advisor @ (November 2021 - Present)
- Assistant Vice President @ Amalgamated Bank Investment Services (August 2018 - October 2021)
- Financial Advisor @ (August 2016 - August 2018)
- Financial Advisor @ (March 2010 - August 2016)
Scott Samuels Education
- Tulane University
Bachelor of Arts Major: Political Science (Bachelor of Arts Major: Political Science)
Scott Samuels Skills
- Asset Allocation
- Asset Management
- Equities
- Finance
- Finra
- Fixed Income
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Series 65
- Wealth Management
- ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis
- ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis ●
- ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis ●
- Account Development
- Financial Analysis
- Securities
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Research
- Mgmt
- Investment Advisory
- Strategy
- Financial Advisory
- Marketing
- Retail Accounts
- Leadership
Scott Samuels Summary
- Scott Samuels, based in New York, NY, US, is currently a Senior Wealth Advisor at Citi. Scott Samuels brings experience from previous roles at Amalgamated Bank Investment Services, Spartan Capital Securities, LLC and Aegis Capital. Scott Samuels holds a Bachelor of Arts Major: Political Science in Bachelor of Arts Major: Political Science @ Tulane University. With a robust skill set that includes Asset Allocation, Asset Management, Equities, Finance, Finra and more. Scott Samuels has 3 emails on RocketReach.
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