Scott Samuels Email & Phone Number
Senior Wealth Advisor @ Citi
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Scott Samuels Location
- New York, NY, US
Scott Samuels Work
- 2021 -now Senior Wealth Advisor @
- 2018 -2021 Assistant Vice President @ Amalgamated Bank Investment Services
- 2016 -2018 Financial Advisor @
- 2010 -2016 Financial Advisor @
Scott Samuels Education
- Tulane University
Bachelor of Arts Major: Political Science (Bachelor of Arts Major: Political Science)
Scott Samuels Skills
- ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis
- ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis ●
- Account Development
- Financial Analysis
- Investment Strategies
- Finance
- Securities
- Wealth Management
- Fixed Income
- FINRA
- Equities
- Asset Management
- Microsoft Word
- Series 65
- PowerPoint
- Mutual Funds
- Microsoft Excel
- Retirement Planning
- Research
- Mgmt
- Investment Advisory
- Strategy
- Asset Allocation
- Financial Advisory
- Portfolio Management
- Marketing
- Retail Accounts
- Investments
- 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 ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis, ● Retail Accounts ● Account Development / Mgmt. ● Financial Analysis ●, Account Development, Financial Analysis, Investment Strategies and more. Scott Samuels has 3 emails on RocketReach.
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