Sam Blumenfeld Email & Phone Number
@pricingio.com
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Who is Sam Blumenfeld? Overview
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Sam Blumenfeld is listed as Associate Consultant at Pricing I/O, a company with 4 employees, based in Palm Beach Gardens, Florida, United States. AeroLeads shows a work email signal at pricingio.com and a matched LinkedIn profile for Sam Blumenfeld.
Sam Blumenfeld previously worked as Investment Analyst at Weiss Ratings and Summer Analyst at Rbc Wealth Management. Sam Blumenfeld holds Bachelor Of Science -, Finance, General, Junior, Dean'S List from Babson College.
Email format at Pricing I/O
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AeroLeads found 1 current-domain work email signal for Sam Blumenfeld. Compare company email patterns before reaching out.
About Sam Blumenfeld
Driven financial professional with international exposure and athletic team leadership experience. Knowledge in equity research and constructing wealth management tools. Skilled at presentation-building and delivering results to senior individuals. Reliable and ethical; accustomed to working with sensitive information and proprietary systems.
Listed skills include Leadership, Social Media, Sales, Microsoft Powerpoint, and 15 others.
Sam Blumenfeld's current company
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Sam Blumenfeld work experience
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Investment Analyst
- Returned to Weiss Ratings full-time post-graduation after completing an internship as a summer analyst in 2017
- Provide research and analysis for portfolios using a Bloomberg terminal, company financial statements, technical analysis, and macroeconomic data
- Analyze and evaluate the performance and movement of the crypto market in a weekly report
Summer Analyst
- Compiled equity research reports by synthesizing financial statements, Bloomberg data, and current/future macroeconomic outlook
- Compiled a mock-portfolio for a competition with an emphasis on maximizing short term risk-adjusted returns
- Through an investor conference hosted by RBC Wealth Management, learned about various investment philosophies from premier hedge funds, private equity firms, direct lenders, investment banks, and opportunity zone.
- Supported clients’… Show more
- Supported clients’ portfolio allocation utilizing Bloomberg analyst reports, ETF fact sheets, and Morningstar reports Show less
Summer Analyst
- Conducted equity research for asset management firm in biotech, healthcare, and immuno- and gene therapy sectors
- Compiled data and presented recommendations to advisors for use in client presentations through analysis of key financial metrics, utilizing income statements, and balance sheets of potential investments
- Synthesized research on ESG (environmental, social and governance) profiles to expand investment criteria
- Organized and categorized leads of potential clients by… Show more
- Organized and categorized leads of potential clients by building a creative, searchable Excel database
- Collaborated with advisors to create customized fact sheets and client dashboards Show less
Summer Analyst
- Performed research & analysis across asset classes for two areas: Weiss Newsletters and Weiss Ratings
- Collaborated with peers and senior leadership on improving client tools to unearth opportunities in capital markets
- Researched current & historical data on companies in mining, financial, and consumer staples sectors using Bloomberg market data and internet research; compiled analysis into engaging newsletters
- Created Excel spreadsheets analyzing the performance of portfolio… Show more
- Created Excel spreadsheets analyzing the performance of portfolio recommendations and client holdings
- Followed small banks and insurance companies for Weiss Ratings division to evaluate and report on their safety and liquidity Show less
Colleagues at Pricing I/O
Other employees you can reach at pricingio.com. View company contacts for 4 employees →
Matthew Duncan
Colleague at Pricing I/O
San Diego, California, United States, United States
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Emily Sanz
Colleague at Pricing I/O
San Diego, California, United States, United States
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Tyler Purvis
Colleague at Pricing I/O
Greater Eugene-Springfield Area, United States
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Brenden Murden
Colleague at Pricing I/O
Royal Oak, Michigan, United States, United States
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MP
Mario Pereda
Colleague at Pricing I/O
Austin, Texas, United States, United States
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MN
Marrissa Nielsen
Colleague at Pricing I/O
San Diego, California, United States, United States
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JL
Jack Lograsso
Colleague at Pricing I/O
San Diego, California, United States, United States
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ES
Eric Smith
Colleague at Pricing I/O
San Diego, California, United States, United States
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Sam Blumenfeld education
Frequently asked questions about Sam Blumenfeld
Quick answers generated from the profile data available on this page.
What company does Sam Blumenfeld work for?
Sam Blumenfeld works for Pricing I/O.
What is Sam Blumenfeld's role at Pricing I/O?
Sam Blumenfeld is listed as Associate Consultant at Pricing I/O.
What is Sam Blumenfeld's email address?
AeroLeads has found 1 work email signal at @pricingio.com for Sam Blumenfeld at Pricing I/O.
Where is Sam Blumenfeld based?
Sam Blumenfeld is based in Palm Beach Gardens, Florida, United States while working with Pricing I/O.
What companies has Sam Blumenfeld worked for?
Sam Blumenfeld has worked for Pricing I/O, Weiss Ratings, Rbc Wealth Management, Enhance Advisors 2018, and Weiss Research, Inc..
Who are Sam Blumenfeld's colleagues at Pricing I/O?
Sam Blumenfeld's colleagues at Pricing I/O include Matthew Duncan, Emily Sanz, Tyler Purvis, Brenden Murden, and Mario Pereda.
How can I contact Sam Blumenfeld?
You can use AeroLeads to view verified contact signals for Sam Blumenfeld at Pricing I/O, including work email, phone, and LinkedIn data when available.
What schools did Sam Blumenfeld attend?
Sam Blumenfeld holds Bachelor Of Science -, Finance, General, Junior, Dean'S List from Babson College.
What skills is Sam Blumenfeld known for?
Sam Blumenfeld is listed with skills including Leadership, Social Media, Sales, Microsoft Powerpoint, Investments, Communication, Finance, and Strategic Planning.
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