Sam Gans Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Stanford, Ca.

- Completed 6-week design thinking intensive training course facilitated by Stanford University- Utilized lean startup models to identify solutions to challenges in higher education- Presented solutions to key Elon University stakeholders

Washington Dc-Baltimore Area

- Analyze lease proposals for clients consideration, including preparing RELCC’s for a Fortune 100 account - Compile holdings summary data for clients leased and owned portfolio- Create presentations on data to visually display changes in clients portfolio of 224 properties, from year-to-year

Greensboro/Winston-Salem, North Carolina Area

- Research and analyze voter data to identify potential donors.- Organized canvassing efforts and phone banking.- Shadowed Candidate at fundraisers and events and assisted in volunteer recruitment.

Midlothian, Va. 23113

- Prepared presentations for personal finance advising, including recommendations on consumer credit choices, college and retirement planning. - Worked closely with financial planner to learn fiduciary duties of CFP, assessment of clients’ financial goals, and financial planning consistent with risk and return objectives.- Researched financial media on topics relevant to different clients and managed this content through the company’s Twitter content.- Updated company’s excel documents.