Sam Gaudio

Sam Gaudio Email and Phone Number

Advisor and Director of Client Relations @ Seven Fields Wealth Management
Seven Fields, Pennsylvania
Sam Gaudio's Location
Greater Pittsburgh Region, United States, United States
Sam Gaudio's Contact Details

Sam Gaudio work email

Sam Gaudio personal email

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.

Sam Gaudio's Current Company Details
Seven Fields Wealth Management

Seven Fields Wealth Management

View
Advisor and Director of Client Relations
Seven Fields, Pennsylvania
Website:
7fieldswm.com
Employees:
9
Sam Gaudio Work Experience Details
  • Seven Fields Wealth Management
    Advisor And Director Of Client Relations
    Seven Fields Wealth Management
    Pittsburgh, Pa, Us
  • Seven Fields Wealth Management
    Advisor/Director Of Client Relations
    Seven Fields Wealth Management Apr 2015 - Present
    * 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
  • South Side Chamber Of Commerce
    Vice President
    South Side Chamber Of Commerce 2011 - Oct 2015
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Mar 2010 - Apr 2015
    Shawnee Mission, Ks, Us
  • Lend-A-Hand For Appalachia
    Advisory Board Member
    Lend-A-Hand For Appalachia Jun 1999 - Jun 2012
    * 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
  • Bny Mellon
    Control Analyst/Securities Processor
    Bny Mellon Jul 2006 - May 2009
    New York, Ny, Us
    * 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.
  • Ye Olde Alpha
    Bartender
    Ye Olde Alpha Jun 2005 - Jun 2006
    * 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
  • Aramark
    Concessions Supervisor
    Aramark May 1999 - Sep 2005
    Philadelphia, Pennsylvania, Us
    * Ongoing employee training* Supervision of stand employees and volunteers* Responsible for the tracking and accountability of inventory
  • Snowshoe Mountain Resort
    Ski Instructor
    Snowshoe Mountain Resort Dec 2004 - Apr 2005
    Snowshoe, West Virginia, Us
    * Level 1 Certification with Professional Ski Instructors of America* Extensive customer service* Great experience working one on one with adults and children
  • First Investors
    Internship
    First Investors May 2004 - Aug 2004
    * Data Entry* Writing Reports* Extensive knowledge of clerical duties
  • River City Ale Works
    Bar Manager
    River City Ale Works Jan 2003 - Aug 2004
    Wheeling, Wv, Us
    * Opening and closing of the restaurant* Basic knowledge of operations* Banquet/catering
  • West Liberty State College Student Government
    Treasurer
    West Liberty State College Student Government Aug 2002 - May 2003
    * Authorized and organized all expenditures of SGA* Prepared and submitted monthly reports* Chaired the Finance Committee

Sam Gaudio Skills

Customer Service Analysis Management Relationship Management Building Relationships Training Banking Budgets Strategic Planning Listening Savings Client Relations Retirement Planning Financial Planning Insurance Planning Portfolio Management Portfolio Performance Analysis Asset Allocation Financial Analysis Risk Management Risk Assessment 401k Rollovers

Sam Gaudio Education Details

  • West Liberty University
    West Liberty University
    Finance
  • Weirton Madonna High School
    Weirton Madonna High School
    General Studies

Frequently Asked Questions about Sam Gaudio

What company does Sam Gaudio work for?

Sam Gaudio works for Seven Fields Wealth Management

What is Sam Gaudio's role at the current company?

Sam Gaudio's current role is Advisor and Director of Client Relations.

What is Sam Gaudio's email address?

Sam Gaudio's email address is sg****@****ail.com

What schools did Sam Gaudio attend?

Sam Gaudio attended West Liberty University, Weirton Madonna High School.

What are some of Sam Gaudio's interests?

Sam Gaudio has interest in College Basketball, Football, Cooking, Fantasy Football, Foodie, Skiing, Live Music, Kan Jam, Soccer, Baseball.

What skills is Sam Gaudio known for?

Sam Gaudio has skills like Customer Service, Analysis, Management, Relationship Management, Building Relationships, Training, Banking, Budgets, Strategic Planning, Listening, Savings, Client Relations.

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