Senior Private Client Adviser
CurrentPortfolio Management (equities/options/fixed interest)
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@bellpotter.com.au
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Sam Croll is listed as Senior Private Client Adviser at Bell Potter Securities at Bell Potter Securities, a company with 527 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at bellpotter.com.au and a matched LinkedIn profile for Sam Croll.
Sam Croll previously worked as Senior Private Client Adviser at Bell Potter Securities and Private Client Adviser (initially as a trainee) at Anz Securities. Sam Croll holds Accredited Derivative Adviser (Levels 1 And 2) from Asx.
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Responsible for Advising Clients in all areas of investment including ASX listed securities, Options and Warrants, International Equities, Superannuation, Fixed Interest and Managed Funds. Restructured client accounts to include various trading strategies and facilitate the use of Margin lending and Derivatives to enhance returns on portfolios. My role requires interaction with both listed and unlisted entities either directly or via the Bell Potter corporate team.Implemented programs to help with trading of Employee Share Plans with various listed Australian companies.
Listed skills include Investments, Equities, Derivatives, Securities, and 9 others.
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Portfolio Management (equities/options/fixed interest)
ANZ Securities went through various ownership/name changes from the commencement of my employment including Salomon Smith Barney, Smith Barney and Citi Smith Barney. At the time of leaving the group (and for a number of years prior) the owner of the business was Citigroup.
Executing electronic orders in the Options market.Rivkin Croll Smith was taken over by TD Waterhouse.
Worked on the options floor as a runner...client management...bookings...
Other employees you can reach at bellpotter.com.au. View company contacts for 527 employees →
Mitchell De Luca
Colleague at Bell Potter SecuritiesGreater Perth Area, Australia
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Nicholas Johnston
Colleague at Bell Potter SecuritiesGreater Melbourne Area, Australia
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Harrison James
Colleague at Bell Potter SecuritiesGreater Adelaide Area, Australia
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Jeevan Jyoti
Colleague at Bell Potter SecuritiesGreater Melbourne Area, Australia
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Karen Townley
Colleague at Bell Potter SecuritiesGreater Melbourne Area, Australia
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Peter Stawski
Colleague at Bell Potter SecuritiesMelbourne, Victoria, Australia, Australia
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Lowen Hardy
Colleague at Bell Potter SecuritiesCairns, Queensland, Australia, Australia
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James Drougas
Colleague at Bell Potter SecuritiesGreater Melbourne Area, Australia
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Doug Grice
Colleague at Bell Potter SecuritiesGreater Sydney Area, Australia
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Marcus Hall
Colleague at Bell Potter SecuritiesGreater Brisbane Area, Australia
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Quick answers generated from the profile data available on this page.
Sam Croll works for Bell Potter Securities.
Sam Croll is listed as Senior Private Client Adviser at Bell Potter Securities at Bell Potter Securities.
AeroLeads has found 1 work email signal at @bellpotter.com.au for Sam Croll at Bell Potter Securities.
Sam Croll is based in Greater Sydney Area, Australia, Australia while working with Bell Potter Securities.
Sam Croll has worked for Bell Potter Securities, Anz Securities, Citi, Td Waterhouse, and Rivkin Croll Smith.
Sam Croll's colleagues at Bell Potter Securities include Mitchell De Luca, Nicholas Johnston, Harrison James, Jeevan Jyoti, and Karen Townley.
You can use AeroLeads to view verified contact signals for Sam Croll at Bell Potter Securities, including work email, phone, and LinkedIn data when available.
Sam Croll holds Accredited Derivative Adviser (Levels 1 And 2) from Asx.
Sam Croll is listed with skills including Investments, Equities, Derivatives, Securities, Portfolio Management, Trading, Options, and Superannuation.
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