Sam Barrett Email & Phone Number

Greater New York City Area

• Conducted research and crafted presentations to identify attractive targets that fit within the parameters of PSP's investment thesis and reported these findings directly to PSP principals• Prospected conference lists for organic and food technology expos for potential platform/add-on investments to PSP's portfolio • Met with the Deal Executive team weekly to discuss portfolio performance, portfolio company management, new deals, acquisition strategy, and investment theses

Santa Monica, California

• Crafted client Variable Universal Life policies for investment purposes using TIAA-CREF and InsMark software• Ran sensitivity analyses on client insurance policies with varying rates of return and tax brackets • Met with sales representatives from PacLife, John Hancock, and GoldenTree Asset Management to discuss new policies, sales strategies, product offerings, industry trends, and investment philosophies

Concord, Nh

• Worked to meet individual client investment objectives through financial planning, investment management, and financial advice on pensions, trusts, inheritances, and tax bands• Met with investment team weekly to discuss market trends, updates, news, and fund allocation methods • Completed research projects on unemployment rates, current events, and capital gains tax rates by country

Andover, Nh

• Used power tools and industrial equipment to maintain physical structures while managing multiple repair projects

New London, Nh

Worked here for two summers picking up golf balls on the driving range and cleaning off member's clubs and getting golf carts ready for use.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor’S Degree, Business Administration And Management, General, Sophomore

Activities and Societies: Football, Theta Chi Fraternity Delta Chapter

High School

Activities and Societies: Football, Basketball, Baseball, Band