Sam Wolff Email & Phone Number

New York, NY, US

New York, New York, United States

Brooklyn, New York, United States

New York, New York, United States

New York City, New York

Rye Brook, New York

New York City Metropolitan Area

Manhattan, New York, United States

• Developed the construction logistics for restaurant opening.
• Supervised up to 10 trades and organized over 60 subcontractors to finish time-constrained tasks, such asfull scale kitchen installation.
• Guaranteed an on time business launch by maintaining adherence of legal protocol and ensuring passing inspections from the FDNY and DOB.
• Evaluated and compared bid pricings on contracts in order to keep within the predetermined budget.
• Coordinated different schedules between the plumbers, carpenters, and electricians.
• Maintained relationships with vendors and trade companies for ongoing work and maintenance.

Stamford, Connecticut

• Consulted with clients and their financial advisors via phone and email communication to construct optimal retirement plans with accounts averaging $1 million for maximal tax benefits.
• Calculated allocation formulas for both clients’ contributions to their benefit and for IRS approval.
• Established defined contribution and benefits as seen best fit for clients’ optimal tax benefits.

Stamford, Connecticut

• Examined daily spreadsheets with senior compliance analysts and learned their data import program for SEC and FASB obedience.
• Accessed Bloomberg Terminal to confirm stock ticker symbols in order to update the compliance system.
• Created a weekly quota of entering 50 ticker symbols into the compliance system for supervisory review.

Stamford, Connecticut

• Supported the CEO’s new department by collaborating with the Director of Growth & Product and his team of 6 in developing a 3-stage process of research, advancing, and securing new clients.
• Analyzed thousands of spreadsheets weekly by using Excel functions, such as Vlookups and Pivot Tables.
• Researched over 100 potential candidates to offer technology conferences organized by the firm.
• Partnered with the marketing team to develop a video training initiative for new hires.EDUCATION:

Greenwich, Connecticut

• Assisted the Managing Director directly in gathering potential prospects with over $1 billion in AUM for future consulting.
• Initiated the use service websites, such as Pitchbook and LinkedIn to consolidate an Excel address book of prospects to consult.
• Utilized Excel functions, such as Vlookups and Pivot Tables, to sort through spreadsheets.
• Used organizational skills to separate the contact list by private equity and hedge funds.

Port Chester, New York

Remote

• Research regional studios in the New York City Area to presented the findings for the owner to use in his industry research
• Allocate more than a 100 articles of the music industry through several online magazines to use as social media content
• Schedule studio sessions through appointments made on the phone for the owner to conduct business with other studios

Bethpage, New York

• Tailored the marketing approach to different demographics in individual supermarkets during demonstrations for customers
• Adjusted demonstration tables with products and samples to accommodate for the floor manager’s preferences
• Greeted customers directly in grocery stores to market core competencies of Agua Brand products in order to sell them
• Consulted with regional managers about sales patterns and potential growth within the region of Westchester and Fairfield

Johnson City, New York

• Coordinated a business strategy with 7 other interns to successfully bring our product to the rest of New York State
• Addressed company concerns in customer retention regarding Westchester and other counties of New York
• Strengthened company procedure by working directly with the CEO to establish protocols for future interns
• Distributed and sold products straight from the manufacturing line directly to customers at farmer markets and stores
• Promoted brand awareness by greeting customers and potential business partners at local wine tastings and events