Retirement Plan Coordinator
Current
Aug 2022 - Present
AeroLeads people directory · profile
Sam R. Email & Phone Number
Data & Operations Analyst | Investment Management & Financial Analysis | Data Governance & Process Improvement | Excel, SQL, Tableau
at
Relation Insurance Services
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 100%
Current company
Role
Data & Operations Analyst | Investment Management & Financial Analysis | Data Governance & Process Improvement | Excel, SQL, Tableau
Location
San Francisco Bay Area, United States, United States
Who is Sam R.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam R. is listed as Data & Operations Analyst | Investment Management & Financial Analysis | Data Governance & Process Improvement | Excel, SQL, Tableau at Relation Insurance Services, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sam R..
Sam R. previously worked as Retirement Plan Coordinator at Relation Insurance Services and Investment Operations Analyst at Unison. Sam R. holds Bachelor Of Arts - Ba, International Relations And Security Studies from Tufts University.
Company email context
Email format at Relation Insurance Services
This section adds company-level context without repeating Sam R.'s masked contact details.
Relation Insurance Services
Review company-level records connected to Sam R. before choosing the right outreach path.
Profile bio
About Sam R.
Entrepreneurial and data-informed analyst specializing in finance and operations with the goal of building a more inclusive & equitable society. Three years of experience improving business & data practices and solving operational issues at rapidly-scaling tech companies, with expertise in investment management and real estate. Conceived and executed analyses, process improvements, and product solutions at Unison that preserved more than $1.5m in investment value and improved quality & accuracy of data used companywide. I thrive on working cross-functionally and reaching outcomes that respect and benefit both technical & non-technical stakeholders.Lifelong learner and perpetual hobby starter who accumulates data science textbooks, ski days, housing and climate-related research papers, and sports injuries.
Listed skills include Customer Experience, Data Integration, Sql Server Management Studio, Salesforce Lightning, and 45 others.
Current workplace
Sam R.'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Sam R. work experience
A career timeline built from the work history available for this profile.
Investment Operations Analyst
๐๐ฏ๐ช๐ด๐ฐ๐ฏ ๐ฎ๐ข๐ฏ๐ข๐จ๐ฆ๐ด ๐ฑ๐ณ๐ช๐ท๐ข๐ต๐ฆ ๐ฆ๐ฒ๐ถ๐ช๐ต๐บ ๐ช๐ฏ ๐ข ๐ฏ๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ๐ญ๐บ ๐ฅ๐ช๐ท๐ฆ๐ณ๐ด๐ช๐ง๐ช๐ฆ๐ฅ ๐ฑ๐ฐ๐ฐ๐ญ ๐ฐ๐ง ๐ณ๐ฆ๐ด๐ช๐ฅ๐ฆ๐ฏ๐ต๐ช๐ข๐ญ ๐ณ๐ฆ๐ข๐ญ ๐ฆ๐ด๐ต๐ข๐ต๐ฆ โ ๐๐๐ $900๐โบ Designed a credit risk monitoring process that combined information from internal and third-party sources to identify & track distressed assets and build a business case for intervention, preventing the loss of over $1.5m in Unison investment while.
May 2019 - Apr 2020
Operations Analyst
๐๐ฆ๐ฏ๐ต๐ญ๐บ๐ต๐ช๐ค๐ด ๐ข๐จ๐จ๐ณ๐ฆ๐จ๐ข๐ต๐ฆ๐ด ๐ข๐ฏ๐ฅ ๐ข๐ฏ๐ข๐ญ๐บ๐ป๐ฆ๐ด ๐ฎ๐ถ๐ญ๐ต๐ช-๐ง๐ข๐ฎ๐ช๐ญ๐บ ๐ณ๐ฆ๐ข๐ญ ๐ฆ๐ด๐ต๐ข๐ต๐ฆ ๐ฅ๐ข๐ต๐ข ๐ง๐ฐ๐ณ ๐ฑ๐ณ๐ฐ๐ฑ๐ฆ๐ณ๐ต๐บ ๐ข๐ฏ๐ฅ ๐ข๐ด๐ด๐ฆ๐ต ๐ฎ๐ข๐ฏ๐ข๐จ๐ฆ๐ฎ๐ฆ๐ฏ๐ต ๐ง๐ช๐ณ๐ฎ๐ด - ๐๐ค๐ฒ๐ถ๐ช๐ณ๐ฆ๐ฅ ๐ฃ๐บ ๐๐ฆ๐ข๐ญ๐๐ข๐จ๐ฆ, ๐๐ฏ๐ค. (๐๐ค๐ต '18)โบ Analyzed large, complex client data sets and financial, operational, and marketing data points in Excel to resolve client data integrity issues, solving 95%+ of client issues within SLAs.โบ Established and.
Jun 2018 - Mar 2019
Community Operations Specialist
โบ Assessed 200+ weekly inbound inquiries with clear written and verbal communication, achieving a 95%+ satisfaction service outcome across 1500+ inquiries within a 4-month period.โบ Led weekly stand-ups to communicate policy updates and department goals to 100+ member Community Ops team.
Mar 2018 - Jun 2018
Operations & Communications Coordinator
Apr 2016 - Dec 2017
Legal Services & Citizenship Intern
Sep 2014 - Jan 2015
Full-Time Research Intern (Defense & Foreign Policy - Pakistan/Afghanistan)
Jun 2014 - Aug 2014
1 education record
Sam R. education
-
Tufts University
FAQ
Frequently asked questions about Sam R.
Quick answers generated from the profile data available on this page.
What company does Sam R. work for?
Sam R. works for Relation Insurance Services.
What is Sam R.'s role at Relation Insurance Services?
Sam R. is listed as Data & Operations Analyst | Investment Management & Financial Analysis | Data Governance & Process Improvement | Excel, SQL, Tableau at Relation Insurance Services.
Where is Sam R. based?
Sam R. is based in San Francisco Bay Area, United States, United States while working with Relation Insurance Services.
What companies has Sam R. worked for?
Sam R. has worked for Relation Insurance Services, Unison, Rentlytics, Instacart, and Integrated Healthcare Association.
How can I contact Sam R.?
You can use AeroLeads to view verified contact signals for Sam R. at Relation Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Sam R. attend?
Sam R. holds Bachelor Of Arts - Ba, International Relations And Security Studies from Tufts University.
What skills is Sam R. known for?
Sam R. is listed with skills including Customer Experience, Data Integration, Sql Server Management Studio, Salesforce Lightning, Spanish Translation, Public Speaking, Salesforce.Com, and Fixed Income.
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