Sam Fix Email & Phone Number

St Louis, Missouri, United States

• Worked in teams to help solve client-specific financial challenges and offer optimal solutions
• Consolidated and created portfolios to best fit client needs in real life scenarios based on risk tolerance
• Developed financial plans for clients, balancing equity and fixed income, using Microsoft Excel and PowerPoint
• Compiled data for retirement and estate planning projections using eMoney and Orion applications
• Collaborated with high level advisors, learning their stories and routes to be successful in wealth management

St Louis, Missouri, United States

• Managed large construction projects across the nation, processing loans and facilitating timely client draws
• Tracked project updates and loan statuses using Excel, providing regular reports to management
• Conducted financial analysis and risk assessments to support loan approvals and project viability evaluations

Greater St. Louis

Founded an external home service that specialized in mulching, power washing, and tree removal. Managed the finances and client retention with excel. Used flyers, facebook, and door to door to obtain clientele. - Managed schedules, employee development and operations and teamwork experience.- Built a client base through cold calling, flyers, social media.

St. Louis City County, Missouri, United States

• Assisted a healthcare entrepreneurial firm specializing in infection control solutions for hospitals and pharmacies
• Engaged in meetings, strategic sessions, sales effort, and process improvement in the goal of expanding market outreach

Greater St. Louis

Started a company that specialized in outdoor landscaping needs in the St. Louis greater area. Physical labor was required as well as managing all the checks and balances for all my clients. Using flyers, door to door, and connections we sold our services for three summers.- Company mulched, cut grass, sodded, etc.- Established scheduling and payment plans.

St Louis, Missouri, United States

Worked with children in the inner city of St. Louis to help them with after school work and projects. For two hours after school we would help these children not only with homework but with specifically reading and comprehension. - Played with children during break- Helped the the kids read and write more effectively- Helped the kids understand and.

Finance And Financial Management Services, Senior

Activities and Societies: Financial Services Club, Collegiate Entrepreneurship Organization, Beta Theta Pi

Agriculture Business

Education record

Activities and Societies: Vice President of Business Club, International Cultures Club