AeroLeads people directory · profile
Sam Gaudio Email & Phone Number
Advisor and Director of Client Relations
at
Seven Fields Wealth Management
1 work email found
@techiesoncall.net
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Advisor and Director of Client Relations
Location
Greater Pittsburgh Region, United States
Company size
Who is Sam Gaudio? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Gaudio is listed as Advisor and Director of Client Relations at Seven Fields Wealth Management, a with 9 employees, based in Greater Pittsburgh Region, United States. AeroLeads shows a work email signal at techiesoncall.net and a matched LinkedIn profile for Sam Gaudio.
Sam Gaudio previously worked as Advisor/Director of Client Relations at Seven Fields Wealth Management and Vice President at South Side Chamber Of Commerce. Sam Gaudio holds Bachlor, Finance from West Liberty University.
Company email context
Email format at Seven Fields Wealth Management
This section adds company-level context without repeating Sam Gaudio's masked contact details.
{first_initial}{last}@techiesoncall.net
86% confidence
AeroLeads found 1 current-domain work email signal for Sam Gaudio. Compare company email patterns before reaching out.
Profile bio
About Sam Gaudio
My number one function is listening and getting to know people. This is what makes the work I do great. Just sitting, talking, learning, and getting a better understanding of the person or people sitting across the table from me; no pressure. This small little detail is what strengthens the relationships we have with our clients. This aspect is crucial to how the relationship is not only built, but how it is maintained for the long term. It's these types of relationships, ones built on what's truly important, ones not solely based on just doing business together, that sets us apart. We feel that it's the interactions that occur outside of the office that have the most impact on peoples lives and the decisions they make. Our ultimate goal is to help make you into the best version of yourself that you can be.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please refer to the 'Contact Info' section above. Investment Advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Seven Fields Wealth Management are separate entities from LPL Financial.'The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Customer Service, Analysis, Management, Relationship Management, and 18 others.
Current workplace
Sam Gaudio's current company
Company context helps verify the profile and gives searchers a useful next step.
Seven Fields Wealth Management
12 roles · 16 years
Sam Gaudio work experience
A career timeline built from the work history available for this profile.
Advisor/Director Of Client Relations
Current
Seven Fields Wealth Management
* Being the main point of contact for clients new to the firm* Establish expectations of what the relationship with the firm and advisor will look like* Ongoing education with clients about the financial world around them * Maintaining contact with current clients throughout the year * Inquiring whether prospective clients wish to discuss investments with an advisor
Apr 2015 - Present
Vice President
South Side Chamber Of Commerce
2011 - Oct 2015
Financial Advisor
Mar 2010 - Apr 2015
Advisory Board Member
Lend-A-Hand For Appalachia
* Provide a cross-cultural volunteer experience for high school students* Coordinate and oversee various construction projects for less fortunate residents* Volunteer at local organizations such as day care centers, food banks, churches* Oversee projects with the goal of community betterment
Jun 1999 - Jun 2012
Control Analyst/Securities Processor
* Provide complete control monitoring and oversight for the Derivatives Servicing Group* Ensure teams are in compliance with control procedures and reporting requirements* Assist in supervision of work by monitoring key control points* Interfacing with other areas of the bank to resolve complex issues/problems* Analyzing errors, assessing risk gaps and making recommendations to mitigate risk* Provide support to Securities Processing * Daily entry, review and authorization of repatriation process* Daily account reconciliation of specific accounts* Investigating of non-matched trades, missing account numbers, etc.
Jul 2006 - May 2009
Bartender
Ye Olde Alpha
* Overseeing and operating the bar/lounge during morning and early evening hours* Provided constant feedback to new management during acquisition* Training of the entire waitstaff on usage of new computerized ordering system
Jun 2005 - Jun 2006
Concessions Supervisor
* Ongoing employee training* Supervision of stand employees and volunteers* Responsible for the tracking and accountability of inventory
May 1999 - Sep 2005
Ski Instructor
* Level 1 Certification with Professional Ski Instructors of America* Extensive customer service* Great experience working one on one with adults and children
Dec 2004 - Apr 2005
Internship
First Investors
* Data Entry* Writing Reports* Extensive knowledge of clerical duties
May 2004 - Aug 2004
Bar Manager
* Opening and closing of the restaurant* Basic knowledge of operations* Banquet/catering
Jan 2003 - Aug 2004
Treasurer
West Liberty State College Student Government
* Authorized and organized all expenditures of SGA* Prepared and submitted monthly reports* Chaired the Finance Committee
Aug 2002 - May 2003
2 education records
Sam Gaudio education
Bachlor, Finance
West Liberty University
High School Diploma, General Studies
Weirton Madonna High School
FAQ
Frequently asked questions about Sam Gaudio
Quick answers generated from the profile data available on this page.
What company does Sam Gaudio work for?
Sam Gaudio works for Seven Fields Wealth Management.
What is Sam Gaudio's role at Seven Fields Wealth Management?
Sam Gaudio is listed as Advisor and Director of Client Relations at Seven Fields Wealth Management.
What is Sam Gaudio's email address?
AeroLeads has found 1 work email signal at @techiesoncall.net for Sam Gaudio at Seven Fields Wealth Management.
Where is Sam Gaudio based?
Sam Gaudio is based in Greater Pittsburgh Region, United States while working with Seven Fields Wealth Management.
What companies has Sam Gaudio worked for?
Sam Gaudio has worked for Seven Fields Wealth Management, South Side Chamber Of Commerce, Waddell & Reed, Lend-A-Hand For Appalachia, and Bny Mellon.
How can I contact Sam Gaudio?
You can use AeroLeads to view verified contact signals for Sam Gaudio at Seven Fields Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sam Gaudio attend?
Sam Gaudio holds Bachlor, Finance from West Liberty University.
What skills is Sam Gaudio known for?
Sam Gaudio is listed with skills including Customer Service, Analysis, Management, Relationship Management, Building Relationships, Training, Banking, and Budgets.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial