Sam Thomas Email & Phone Number

Lexington, Kentucky, United States

• Assisting office team with exceptional customer service, inquiries, and product information
• Managing policy updates and scheduling policy reviews for optimal client coverage
• Contributing to prospecting efforts and fostering positive client and community relationships

Lexington, Kentucky, United States

• Presided over the chapter meetings and such chapter affairs as appropriate
• Maintained a broad knowledge of all chapter activities and areas of operation
• Worked with the chapter advisors, chapter alumni and Headquarters in guiding the affairs of the chapter
• Maintained a close relationship with university administrators and with officers of other campus Greek-letter organizations
• Cultivated and preserved unity within the chapter

Lexington, Kentucky, United States

• Coordinated with all members of the fraternity to maximize classroom performance
• Communicated with the University of Kentucky and Sigma Chi headquarters about progress and goals for the men in the chapter

Nashville, Tennessee, United States

• Collaborated in a rotational environment to execute the day-to-day operations of wealth management
• Analyzed and verified thousands of account forms and data items
• Performed and escalated account modifications for hundreds of clients

Lexington, Kentucky, United States

• Oversaw the organization’s first fundraising efforts which totaled over $1500
• Managed all financial records of the organization

Louisville, Kentucky, United States

• Effectively communicated with external security partners to enable efficient delivery processes
• Escorted contract truck drivers to their assigned trailers
• Verified that trailers were on track to reach desired destinations

Doctor Of Law - Jd, Law

Dual Degree: Bsbe In Economics And Bba In Finance

Activities and Societies: Sigma Chi Fraternity, Professional Development Club, Finance Society, Economics Society, Tennessee Valley.

High School Diploma