Sam Van Leuven Email and Phone Number
Sam Van Leuven work email
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Sam Van Leuven personal email
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“To give anything less than your best, is to sacrifice the gift.” ~ Steve PrefontaineWith strong experience in the financial services industry, I have a track record of success in helping clients take steps toward a better financial future. A strong work-ethic, positive attitude, attention to detail, and a continual drive to improve and overcome challenges have allowed me to make a positive impact on the financial well-being of clients and successfully accomplish my goals and objectives.AREAS OF EXPERTISE:• Wealth Management• Financial Planning• Investments• Insurance Solutions• Sales Pipeline Development • Customer Service
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Financial ConsultantFidelity Investments Jan 2022 - PresentThe Woodlands, Texas, United States
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Investment ConsultantFidelity Investments Dec 2020 - Jan 2022The Woodlands, Texas, United StatesDevelop financial plans customized to the needs of Fidelity’s mass affluent investors through a wide range of products and services to ultimately cultivate relationships and provide investment solutions.
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Financial ConsultantTd Ameritrade Jan 2020 - Dec 2020San Antonio, Texas AreaEngage existing clients (book of business), as well as prospective clients, to better understand goals, discover any unstated needs, and guide them toward solutions with the intention of building a lasting relationship - resulting in retention and growth of assets under management.- President's Club award winner -
Investment ConsultantTd Ameritrade Jan 2017 - Jan 2020Tulsa, Oklahoma, United StatesSame as above minus the established book of business (Formerly Scottrade)- Circle of Champions award (top 10% in production company-wide for the YEAR)- Multiple President's Club award (top 10% in production company-wide for the QUARTER)
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Financial Solutions AdvisorMerrill Edge Oct 2015 - Dec 2016Jacksonville, Florida AreaProvide investment, savings, and liability management solutions to help maintain and enhance financial strategies through the utilization of wealth management tools and research. Call center environment- Met/exceeded goals for new assets, new accounts, and client satisfaction for each quarter - Regularly achieved daily productivity/adherence goals -
Running Specialty Territory RepresentativeAdidas Jun 2014 - Oct 2015Tulsa, Oklahoma AreaAct as a liaison/brand ambassador to all run specialty accounts within the territory, track and drive sales and brand recognition, keep accounts up-to-date on all adidas product, as well as other various initiatives.- Achieved growth of 4.5% territory growth in total business YoY in 2015 vs. 2014 - Increased profitability by reducing product cancel rates from 26% to 14.5% in 2014 vs. 2015
Sam Van Leuven Skills
Sam Van Leuven Education Details
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Bachelor Of Science (Bs)
Frequently Asked Questions about Sam Van Leuven
What company does Sam Van Leuven work for?
Sam Van Leuven works for Fidelity Investments
What is Sam Van Leuven's role at the current company?
Sam Van Leuven's current role is Financial Consultant at Fidelity Investments.
What is Sam Van Leuven's email address?
Sam Van Leuven's email address is sa****@****ade.com
What schools did Sam Van Leuven attend?
Sam Van Leuven attended Brigham Young University.
What skills is Sam Van Leuven known for?
Sam Van Leuven has skills like Public Speaking, Powerpoint, Sales, Customer Service, Microsoft Excel, Microsoft Word, Team Leadership, Marketing, Time Management, Customer Acquisition, Inventory Management, Leadership.
Who are Sam Van Leuven's colleagues?
Sam Van Leuven's colleagues are Russell Holmes, Brian Markham, Ted Presley, Charlene Beebe, Whitney Kocher-Nguyen, Stephanie Ruebusch, Jay Mousseau.
Not the Sam Van Leuven you were looking for?
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Samantha Van Leuven
Beverage Alcohol Sales Professional | 10+ Years Experience | Food & Drink ConnoisseurSan Diego, Ca5gmail.com, yahoo.com, patronspirits.com, sunrisemgmt.com, sunrisemgmt.com2 +144081XXXXX
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Sam van Leuven
Consultant At Young Advisory Group | Master Student Corporate Law At Vu AmsterdamDelft -
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Samantha van Leuven
Project Lead At Onsbank Foundation | Assists Youth In Building A Future Without DebtAmsterdam1denieuwegevers.nl
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