WESLEY SAMSON
Lakeland,FL
Summary
Finance professional with expertise in strategic financial planning, risk management, and corporate governance. Proven track record in team leadership and driving organizational growth through fiscal responsibility and innovative problem-solving. Emphasis on collaboration and adaptability ensures alignment with evolving business needs. Expertise in budgeting, forecasting, and financial analysis, supported by integrity and unwavering commitment to results for both individual and business clients.
Overview
19
19
years of professional experience
Work History
Owner, Financial Consultant
Samson Financial, LLC
04.2018 - Current
- Currently serving over 100+ clients in Central FL
- Shifting Primary Sales Focus into Estate & Tax Planning.
- Business Growth Focus: Conducting 12 Estate & Tax Planning seminar events in 2025 to grow client base and scale financial services business.
- Past/Current Active Sales Focus: retirement planning, insurance, tax preparation and filing, business consulting, accounting/payroll services and real estate.
- Past sales of Fixed Indexed Annuities, Indexed Universal Life & Term Life Insurance: Issued over $5 million in annuity premiums and over $100,000 in Annual life premiums though upselling with current active sales focus. Primary carriers with written business are Athene & National Life Group..
- 6 years with Symmetry Financial Group. Moved to Asset Marketing Systems in November 2024 to pursue guidance on scaling financial services business.
- Currently enrolled/registered for Series 65 – Uniform Investment Adviser Law Exam, Securities Industry Essentials® (SIE®) Exam, ChFC® & RICP® designations.
Vice President of Finance
Samson Metal
01.2020 - Current
- 4th Generation Engineering, Fabrication and Manufacturing Business. Incorporated in 1947 - 78 Years. Came into ownership in 2020.
- Actively in ownership. Vice President and CFO 2020-Present
- Scaled business since 2020 from $3 million to $7+ million in annual sales.
- Actively sold and acquired new Engineering and Fabrication contracts with SpaceX, Blue Origin, Disney, Universal Studios, Mitsubishi Power Systems and various others.
- Structured business operations to comply with state and federal regulations, HR best practices, lean manufacturing and six sigma strategies. Hired, trained and appointed operations management team.
- Obtained AS9100 & ISO-9001 Quality Management System certifications for expansion in conducting Aerospace related manufacturing
Regional Trainer /Area Team Leader
Walgreens Boots Alliance Inc.
01.2006 - 01.2018
- Managed area store operations and operational budgets in 7 locations over 12 years with over $150,000,000+ sales volume per year.
- Conducted regional trainings for new initiatives. Monitored execution in my area stores, mentored new and tenured management staff.
- Directly assisted District Manager and Director of Retail Pharmacy for Tampa Area with coaching and monitoring performance. Implemented initiatives that fostered a culture of continuous improvement.
Education
Bachelor of Science - Marketing Management
Bob Jones University
Greenville, SC05-2013
Enrolled - ChFC®, RICP®
The American College of Financial Services
King Of Prussia, PA12-2025
Enrolled - Securities Industry Essentials® & Series 65 Exams
Financial Industry Regulatory Authority (FINRA)
Washington, DC10-2025
Skills
- Financial strategy development
- Financial analysis and reporting
- Business process improvement
- ERP system expertise
- Cash flow management
- Strategic financial planning
- Tax planning and compliance
- Corporate governance
- Resource allocation optimization
- Audit management and coordination
- Revenue growth strategies
Licenses & Designations
FL 2105 - LICENSED INSURANCE AGENCY - #L103328
FL 2-15 & 2-20 LICENSED AGENT - #W474604
FL REAL ESTATE LICENSED AGENT - #SL3416250
IRS PTIN & EFIN REGISTERED
Better Business Bureau (BBB) Accredited Business. A+ Rating since 2024
Timeline
Vice President of Finance
Samson Metal
01.2020 - Current
Owner, Financial Consultant
Samson Financial, LLC
04.2018 - Current
Regional Trainer /Area Team Leader
Walgreens Boots Alliance Inc.
01.2006 - 01.2018
Bachelor of Science - Marketing Management
Bob Jones University
Enrolled - ChFC®, RICP®
The American College of Financial Services
Enrolled - Securities Industry Essentials® & Series 65 Exams
Financial Industry Regulatory Authority (FINRA)
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