Sam Shea
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Sam Shea Email & Phone Number

Operations Associate at Oceanview Life and Annuity
Location: Denver Metropolitan Area, United States, United States 7 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Operations Associate
Location
Denver Metropolitan Area, United States, United States
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Who is Sam Shea? Overview

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Quick answer

Sam Shea is listed as Operations Associate at Oceanview Life and Annuity, a company with 61 employees, based in Denver Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sam Shea.

Sam Shea previously worked as Operational Specialist at Ipx Retirement and Customer Service Representative at Ipx Retirement. Sam Shea holds Bachelor’S, Environmental Political Science from Colorado State University.

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Oceanview Life and Annuity

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Profile bio

About Sam Shea

A versatile professional with a strong background in client services, financial operations, and government relations. Currently serving as a Operations Specialist at IPX Retirement, I excel in managing client relationships, processing orders, and providing essential information on retirement accounts. My ability to navigate complex federal and state retirement regulations ensures clients' confidence in their financial decisions.In my previous role as a Trust Operations Associate at Broadridge, I played a pivotal role in managing financial transactions, including ACH, checks, and wire transfers. My meticulous attention to detail and commitment to timely processing enhanced trust between Broadridge, clients, and TPAs. I consistently delivered ACH, wire, and check processing reports, ensuring third-party administrators' satisfaction while handling stop payments and verifications effectively.My background also includes experience as an Associate Lobbyist, collaborating with senior lobbyists to develop government relations and lobbying strategies for clients. I significantly expanded policy coverage and effectively communicated clients' positions to government officials, contributing to successful legislative outcomes.Furthermore, I gained valuable insights into legislative processes during my tenure as a Legislative Intern in the House of Representatives District 51. This experience involved managing constituent inquiries, tracking pending bills, and conducting legislative research.With a well-rounded skill set that encompasses operations management, financial expertise, and government relations, I am a results-oriented professional capable of thriving in dynamic and multifaceted roles. My dedication to precision, efficiency, and problem-solving makes me a valuable asset in any professional setting.

Current workplace

Sam Shea's current company

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Oceanview Life and Annuity
Oceanview Life And Annuity
Operations Associate
Denver, CO, US
Employees
61
AeroLeads page
7 roles

Sam Shea work experience

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Operational Specialist

Current

Centennial, Colorado, United States

As an Operations Specialist, my role involved overseeing various critical daily tasks with a strong emphasis on operational efficiency. This encompassed handling incoming mail, responding to emails, and processing distribution requests, all of which demanded meticulous attention to detail and a commitment to accuracy. I also managed diverse financial.

Jun 2023 - Present

Customer Service Representative

Centennial, Colorado, United States

Manage client relationships and customer inquiries, process orders, effectively communicating with other departments to increase financial literally and acumen of participants, financial advisors, and TPA’s to drive client knowledge and sales of retirement products.

Jul 2022 - Sep 2023

Trust Operations Associate

Denver, Colorado, United States

Ensure ACH, checks, wires were input correctly into Broadridge’s systems and the money was placed in the right accounts and sub accounts. Creating timely actions ensure high reliability and trust between Broadridge, TPA’s, participants, and clients.

Aug 2021 - Jun 2022

Associate Lobbyist

Dome Strategies/ Ascent Strategies

Denver, Colorado, United States

Significantly increased the coverage of policies, processes and bill formationFormulated newsletter, press releases and correspondence for multiple candidates, organizations and coalitions Ensuring clients' policies and positions are shared with government officials and appropriate parties, to broker legislation

Jan 2020 - Aug 2021

Legislative Intern

Denver State Capitol

Denver, CO

Worked with Representative Hugh McKean representing the 51st House District in the House of Representatives. I would assist in helping answering constituent calls, questions and provide policy updates. Responsibilities included going to committee meetings, conduct policy research, and write policy briefs.

Jan 2019 - May 2019

Community Representative

Victor Mitchell Campaign

Fort Collins, Colorado Area

Victor Mitchell Gubernatorial Campaign – developed constituent lists, contact person for constituents, assisted in event planning, mailings, fundraising.

May 2017 - Aug 2018
Team & coworkers

Colleagues at Oceanview Life and Annuity

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2 education records

Sam Shea education

High School Diploma, 3.5

Arapahoe High School

Activities and Societies: Was actively participating with Meals on Wheels and Feeding the Homeless through Saint Paul Church ministries..

FAQ

Frequently asked questions about Sam Shea

Quick answers generated from the profile data available on this page.

What company does Sam Shea work for?

Sam Shea works for Oceanview Life and Annuity.

What is Sam Shea's role at Oceanview Life and Annuity?

Sam Shea is listed as Operations Associate at Oceanview Life and Annuity.

Where is Sam Shea based?

Sam Shea is based in Denver Metropolitan Area, United States, United States while working with Oceanview Life and Annuity.

What companies has Sam Shea worked for?

Sam Shea has worked for Oceanview Life And Annuity, Ipx Retirement, Broadridge, Dome Strategies/ Ascent Strategies, and Denver State Capitol.

Who are Sam Shea's colleagues at Oceanview Life and Annuity?

Sam Shea's colleagues at Oceanview Life and Annuity include Chase Giglio, Nick Saccomanno, Mandy Kalman, Lance Wells, and Cooper Millholland.

How can I contact Sam Shea?

You can use AeroLeads to view verified contact signals for Sam Shea at Oceanview Life and Annuity, including work email, phone, and LinkedIn data when available.

What schools did Sam Shea attend?

Sam Shea holds Bachelor’S, Environmental Political Science from Colorado State University.

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