Sam Braun

Sam Braun Email and Phone Number

Financial Consultant at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Sam Braun's Location
Highland Park, Illinois, United States, United States
Sam Braun's Contact Details
About Sam Braun

Experienced Regional Vice President with a demonstrated history of working in the financial services industry. Strong business development professional skilled in Asset Management, Securities, Retirement Planning, Investment Advisory, and Mutual Funds.

Sam Braun's Current Company Details
Fidelity Investments

Fidelity Investments

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Financial Consultant at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Sam Braun Work Experience Details
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments Feb 2024 - Present
    Greater Chicago Area
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Feb 2022 - Apr 2024
    View
  • Resource Reclamation Toledo
    Facilities Manager
    Resource Reclamation Toledo Apr 2019 - Jan 2022
    Toledo, Ohio Metropolitan Area
  • Vision 4 Fund Distributors
    Vice President Sales
    Vision 4 Fund Distributors Jan 2017 - Apr 2019
    Greater Chicago Area
  • Ts Capital, Llc
    Regional Director
    Ts Capital, Llc May 2015 - Dec 2016
    Greater Chicago Area
    View
  • Salient Partners
    Regional Vice President
    Salient Partners Jan 2014 - Apr 2015
    Midwest
  • Eagle Asset Management
    Regional Vice President
    Eagle Asset Management Jun 2010 - Dec 2013
    View
  • Financial Strategy Network, Llc.
    Director Of Investments & Chief Compliance Officer
    Financial Strategy Network, Llc. Jan 1998 - May 2010
    Greater Chicago Area

Sam Braun Skills

Series 7 Mutual Funds Investments Series 65 Series 63 Asset Management Financial Advisory Alternative Investments Portfolio Management Certified Financial Planner Clu Series 24 Financial Planning Asset Allocation Wealth Management Finance Business Development Trading Certified Investment Management Analyst Securities Investment Advisory Investment Strategies Equities Investment Management Fixed Income Retirement Planning Financial Services Separately Managed Accounts Microsoft Office

Sam Braun Education Details

Frequently Asked Questions about Sam Braun

What company does Sam Braun work for?

Sam Braun works for Fidelity Investments

What is Sam Braun's role at the current company?

Sam Braun's current role is Financial Consultant at Fidelity Investments.

What is Sam Braun's email address?

Sam Braun's email address is sa****@****llc.com

What schools did Sam Braun attend?

Sam Braun attended The Ohio State University.

What skills is Sam Braun known for?

Sam Braun has skills like Series 7, Mutual Funds, Investments, Series 65, Series 63, Asset Management, Financial Advisory, Alternative Investments, Portfolio Management, Certified Financial Planner, Clu, Series 24.

Who are Sam Braun's colleagues?

Sam Braun's colleagues are Lokesh Nuthi, Jack Moran, James N. Nowell Ii, Ignacio Bartolomei, Mba, Nishant Agarwal, Jeffrey Bloeser, Charles Eden.

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