Sam is a retired financial services professional with extensive experience, including roles as Director of Business Development and Education at Reilly Financial Advisors and Branch Manager at Scottrade and TD Ameritrade. He holds a Bachelors degree from Concordia College. People who have worked with him describe him as detail-oriented, diligent, and a hard worker.
Currently, Sam is enjoying his retirement with a focus on playing golf. While dedicated to his leisure, he remains open and is actively looking for new opportunities that may come his way, indicating a desire to stay engaged and explore new ventures.
He once held a role as a Workshop Director where he sold and marketed educational trading packages directly to potential investment students.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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