Samuel Scribner
Dallas,TX
Summary
Elevated to Associate Team Lead at Goldman Sachs & Co, I spearheaded the creation of a new team, enhancing productivity and collaboration. My expertise in financial analysis and leadership, coupled with a knack for problem-solving and reliability, drove continuous improvement in risk management, Investment planning, tax planning, retirement planning, and estate planning in turn significantly contributing to our team's success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Associate Team Lead
Goldman Sachs & Co
05.2022 - Current
- Promoted to Associate Team Lead in May 2022; I was tasked with building a seventh team for our firm. Starting out with myself and another tenured teammate, supporting 4 advisors was diligent work. Now the team has grown to 5 planners supporting 5 account managers.
- Our team won the quality control award in 2023 while serving as Team Lead.
- Skills acquired:
- Participated in performance review processes, providing constructive feedback and recommendations for individual growth and development.
- Monitored team performance through regular evaluations and feedback sessions, leading to continuous improvement in individual and overall productivity.
- Enhanced team productivity by implementing efficient workflow processes and providing guidance on task prioritization.
- Streamlined communication within the team through regular meetings, resulting in improved collaboration and faster issue resolution.
- Managed workload distribution effectively, balancing tasks among team members according to their strengths and areas of expertise.
- Served as a point of escalation for complex issues or conflicts among team members, successfully resolving disputes while maintaining professional relationships.
Financial Analyst
Goldman Sachs & Co
06.2020 - 05.2022
- Developed financial models to assess potential investments and identify potential risks.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Orchestrated client-centered financial packages factoring in current market trends.
- Researched macroeconomic, industry and company-specific data to inform investment decisions.
- Developed financial projections and forecasts to guide investment decisions.
- Coordinated with financial advisors to develop long-term investment strategies.
Financial Intern
Goldman Sachs & Co
01.2020 - 06.2020
- In my second internship with Ayco Golman Sachs I learned what the full-time role of a financial analyst entails at the firm.
- Acquired knowledge of industry best practices through participation in training sessions and workshops.
- Developed financial strategies to optimize use of capital and resources.
Finance Intern
Goldman Sachs & Co
05.2019 - 08.2019
- Reconciled tax documents, updated client profiles on the E money platform, Analyzed ERISA accounts to check for RMDs taken. Assisted other interns in building an intricate estate cash flow for a high new worth and presented to our Managing Director.
- Skills Acquired: Functioning in a team, improved Microsoft Excel skills, operating the Emoney Platform
Back Waiter
Las Brisas Steakhouse
09.2016 - 04.2017
- Ran food, bussed tables, cleaned dishes, and aided servers and customers where needed.
- Handled difficult situations gracefully, calmly resolving any issues that arose during service hours.
- Skills Acquired: Communicating with customers and working withing a team environment.
Tile Setter Helper
Artisan Tile and Construction
05.2015 - 08.2015
- Boosted productivity with proper tool maintenance and organization, allowing for easy access during projects.
- Enhanced project completion rates by providing support to the lead Tile Setter with various tasks.
- Delivered exceptional results within tight deadlines by prioritizing tasks according to project specifications.
- Increased customer satisfaction by maintaining a clean and organized workspace during projects.
Packer
Chicken Express
04.2012 - 05.2015
- Worked part-time while playing football and baseball in highschool all while being apart of the National Honor Society and maintaining a GPA slightly below 4.0.
- Collaborated with team members to achieve daily goals and meet company objectives.
- Put together orders for customers, cooked food, took orders, and washed dishes.
- Skills Acquired: Communicating with customers and co-workers in a fast-paced work environment.
Education
Bachelor of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX05-2020
Skills
- Leadership
- Problem-solving abilities
- Reliability
- Workflow Optimization
- Financial Analysis
- Team building
- Professionalism
- Risk Management
- Performance Management
- Forecasting
- Business continuity planning
- Sales Strategies
Certification
- Certified Financial Planner as of July 2024
- Series Exams Passed:
- SIE
- Series 7
- Series 66
- Series 3
Fishing, Hunting, and Golfing
I grew up in Wichita Falls, TX and am fortunate to come from a loving family that cultivated me into the person I am today. When needed, I would assist my father working on stripper wells to which he has a mineral lease and I continue to assist when able. I grew up hunting and fishing so those are natural hobbies for me. Golfing brings tranquility, however learning to play later in life has taught me patience.
Timeline
Associate Team Lead
Goldman Sachs & Co
05.2022 - Current
Financial Analyst
Goldman Sachs & Co
06.2020 - 05.2022
Financial Intern
Goldman Sachs & Co
01.2020 - 06.2020
Finance Intern
Goldman Sachs & Co
05.2019 - 08.2019
Back Waiter
Las Brisas Steakhouse
09.2016 - 04.2017
Tile Setter Helper
Artisan Tile and Construction
05.2015 - 08.2015
Packer
Chicken Express
04.2012 - 05.2015
- Certified Financial Planner as of July 2024
- Series Exams Passed:
- SIE
- Series 7
- Series 66
- Series 3
Bachelor of Science - Personal Financial Planning
Texas Tech University
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