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Sam Dowden, Cfa Email & Phone Number
Consultant at IGS
at
Investor Group Services (IGS)
1 work email found
@igsboston.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Consultant at IGS
Location
Boston, Massachusetts, United States
Company size
Who is Sam Dowden, Cfa? Overview
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Quick answer
Sam Dowden, Cfa is listed as Consultant at IGS at Investor Group Services (IGS), a company with 160 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at igsboston.com and a matched LinkedIn profile for Sam Dowden, Cfa.
Sam Dowden, Cfa previously worked as Consultant at Investor Group Services (Igs) and Senior Associate at Investor Group Services (Igs). Sam Dowden, Cfa holds Economics And Business, Economics from Brandeis University.
Company email context
Email format at Investor Group Services (IGS)
This section adds company-level context without repeating Sam Dowden, Cfa's masked contact details.
*@igsboston.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sam Dowden, Cfa. Compare company email patterns before reaching out.
Profile bio
About Sam Dowden, Cfa
Sam Dowden, Cfa is a Consultant at IGS at Investor Group Services (IGS). He possess expertise in microsoft office, microsoft excel, public speaking, leadership, microsoft word and 9 more skills.
Listed skills include Microsoft Office, Microsoft Excel, Public Speaking, Leadership, and 10 others.
Current workplace
Sam Dowden, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Investor Group Services (Igs)
10 roles
Sam Dowden, Cfa work experience
A career timeline built from the work history available for this profile.
Consultant
Current
Oct 2023 - Present
Senior Associate
Jul 2022 - Oct 2023
Sr. Investment Analyst - Ocio
Mar 2022 - Jul 2022
Investment Analyst - Ocio
Apr 2020 - Mar 2022
Reporting Analyst
Mar 2019 - Apr 2020
Performance Analyst
Mar 2018 - Mar 2019
Temporary Marketing Coordinator
- Worked with the Keurig Connect team to execute marketing and experience tests
- Coordinated with creative, consumer insights, brand, and digital departments to ensure project compliance
- Responsible for evaluating accuracy of 20,000+ images for image recognition technology
- Analyzed reports and created summaries of KPI’s for marketing test results
Aug 2017 - Nov 2017
Financial Accounting Teaching Assistant
- Served as a course expert and learning resource to over 60 students a semester
- Conducted 80 minute mandatory recitations to supplement class instruction, solve review problems, and prepare students for exams
- Held scheduled office hours to provide individual tutoring
- Managed class attendance and student correspondence through emails and meetings
- Responsible for the grading of homework, midterms, final exam, and final project
Jan 2016 - May 2017
Investment And Operations Intern
- Assisted with the portfolio management of 75 individuals, wealthy families, and small businesses, with a net worth of at least $2 million
- Generated and analyzed reports on client portfolios to help advisors manage client’s assets
- Created cost projections for the firm’s recommended asset strategies and allocations
- Used software programs such as Morningstar, Salesforce, and Tamarac
- Analyzed clients’ tax returns for tax harvesting utilization
May 2016 - Aug 2016
1 education record
Sam Dowden, Cfa education
-
Brandeis University
FAQ
Frequently asked questions about Sam Dowden, Cfa
Quick answers generated from the profile data available on this page.
What company does Sam Dowden, Cfa work for?
Sam Dowden, Cfa works for Investor Group Services (IGS).
What is Sam Dowden, Cfa's role at Investor Group Services (IGS)?
Sam Dowden, Cfa is listed as Consultant at IGS at Investor Group Services (IGS).
What is Sam Dowden, Cfa's email address?
AeroLeads has found 1 work email signal at @igsboston.com for Sam Dowden, Cfa at Investor Group Services (IGS).
Where is Sam Dowden, Cfa based?
Sam Dowden, Cfa is based in Boston, Massachusetts, United States while working with Investor Group Services (IGS).
What companies has Sam Dowden, Cfa worked for?
Sam Dowden, Cfa has worked for Investor Group Services (Igs), Nepc, Llc, Keurig Green Mountain, Inc., Brandeis University, and Lexington Wealth Management.
How can I contact Sam Dowden, Cfa?
You can use AeroLeads to view verified contact signals for Sam Dowden, Cfa at Investor Group Services (IGS), including work email, phone, and LinkedIn data when available.
What schools did Sam Dowden, Cfa attend?
Sam Dowden, Cfa holds Economics And Business, Economics from Brandeis University.
What skills is Sam Dowden, Cfa known for?
Sam Dowden, Cfa is listed with skills including Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Microsoft Word, Teamwork, Research, and Business Intelligence.
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