SAMUEL HORN
New York,NY
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Oppenheimer & Co. Inc.
07.2023 - 01.2024
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
FINANCIAL ADVISOR
STRATEGIES FOR WEALTH
08.2020 - Current
- Gain valuable experience servicing High Net Worth Clients and refining communication, presentation, time-management, and organizational skills as protégé to a Presidents Council Advisor.
MORTGAGE LOAN ORIGINATOR ASSISTANT-INTERN
QUIKFUND INC.
07.2019 - 08.2019
- Accelerated sales through assisting Mortgage Loan Officers (MLO) with pipeline management.
PROPERTY MANAGEMENT INTERN
MAXWELL-KATES INC.
- Assisted the property management team which oversees 12,000 units in 130 buildings.
Education
BACHELOR OF ARTS (B.A.) IN INFORMATION SCIENCE -
University of Arizona
Tucson, AZ01.2020
Certification
- SIE (Securities Industry Essentials)
- Series 66 (NASSA Uniform Combined State Law Examination)
- Series 7 (General Securities Representative Exam)
- Licensed Life, Accidental and Health Agent (NY, NJ, CA, FL, PA, CT, NV, AZ, CO, UT, NM)
- Certified in Microsoft Excel for Business
Timeline
Financial Advisor
Oppenheimer & Co. Inc.
07.2023 - 01.2024
FINANCIAL ADVISOR
STRATEGIES FOR WEALTH
08.2020 - Current
MORTGAGE LOAN ORIGINATOR ASSISTANT-INTERN
QUIKFUND INC.
07.2019 - 08.2019
PROPERTY MANAGEMENT INTERN
MAXWELL-KATES INC.
BACHELOR OF ARTS (B.A.) IN INFORMATION SCIENCE -
University of Arizona
Similar Profiles
Constantine Elias KarisConstantine Elias Karis
Associate Director at Oppenheimer & Co. Inc.Associate Director at Oppenheimer & Co. Inc.
Anthony ConaAnthony Cona
Wealth Management Intern at Oppenheimer & Co. Inc.Wealth Management Intern at Oppenheimer & Co. Inc.
Christopher WigandChristopher Wigand
Sales Supervisor at Oppenheimer & Co. Inc.Sales Supervisor at Oppenheimer & Co. Inc.
Marc J. WaltersMarc J. Walters
Executive Director at Oppenheimer & Co. Inc.Executive Director at Oppenheimer & Co. Inc.
Norman Trotter IVNorman Trotter IV
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)