Jeffrey Sampson
Altamonte Springs
Summary
Dynamic professional with extensive experience at Charles Schwab, excelling in project management and client onboarding. Proven track record in enhancing operational efficiency and delivering exceptional service to investment advisors. Skilled in data reconciliation and adept at fostering strong client relationships, driving successful transitions, and ensuring seamless onboarding processes.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Manager, Advisor Transition Team
Charles Schwab
Orlando
10.2021 - 10.2025
- Responsible for growth and maintenance of all Alternative Investment Custody Products Including fund onboarding, reconciliation, new subscriptions, capital calls, and operational compatibility.
Senior Conversion Consultant
Charls Schwanb
Orlando
10.2023 - 03.2025
- Preparing individual project plans for new investment advisors’ transition to Charles Schwab. This role includes planning, logistics, service, document preparation, and client outreach. individualized meetings are planned, led and executed in this role as well as protecting the reputation of the organization.
Sr Specialist - Advisor Services
Charles Schwab
Orlando
10.2011 - 10.2023
- This role requires service of investment advisors and their clients including proactive advisor and client reach out, inbound calls and emails.
- Responsible for discussing documentation requirements needed for various requests, reviewing and processing advisor documents, addressing questions, and handling escalations.
Operation Manager
Chicago Sport and Social Club
Chicago
03.2006 - 10.2011
- Responsible for league logistics and staffing for the world’s largest recreational sports organization.
- Hired staff, trained and provided professional development for sports referees of all sports.
- Managed staff of over 100 during peak summer operations.
Education
MBA - Change Management
University of Phoenix
Tempe, AZ03-2007
Bachelor of Science - Liberal Studies
University of Central Florida
Orlando, FL06-2001
Skills
- Project management
- Client onboarding
- Data reconciliation
- Document preparation
- Investment analysis
- Process improvement
Certification
- Series 7
- Series 63
- Notary Public: State of Florida
Timeline
Senior Conversion Consultant
Charls Schwanb
10.2023 - 03.2025
Manager, Advisor Transition Team
Charles Schwab
10.2021 - 10.2025
Sr Specialist - Advisor Services
Charles Schwab
10.2011 - 10.2023
Operation Manager
Chicago Sport and Social Club
03.2006 - 10.2011
MBA - Change Management
University of Phoenix
Bachelor of Science - Liberal Studies
University of Central Florida