Samantha Mcbride

Samantha Mcbride Email and Phone Number

Client Services Associate @ Capital Group Private Client Services
Palo Alto, CA, US
Samantha Mcbride's Location
Palo Alto, California, United States, United States
Samantha Mcbride's Contact Details

Samantha Mcbride work email

Samantha Mcbride personal email

n/a
About Samantha Mcbride

Samantha Mcbride is a Client Services Associate at Capital Group Private Client Services. She possess expertise in time management, leadership, microsoft office, teamwork, oral communication and 7 more skills. Colleagues describe her as ""Samantha McBride has been known to me since just after her birth. I have had the pleasure of treating her for congenital deafness and to place cochlear implants to aid her hearing. Samantha has been both a pioneer and is a shining example of what can be accomplished with this technology and support from a loving family. Sam is intrepid, curious, assertive without offensiveness, has a great sense of humor and is mature for her age. She has been with me for an internship as she considers her future profession and where she will choose to labor for her fellow humans. Her intentionality and focus is refreshing. Over-archingly, the office staff finds Sam a joy to have around. Her academic achievement speaks for itself." Tracy Scandlyn for ~Dr. J B Roberson"

Samantha Mcbride's Current Company Details
Capital Group Private Client Services

Capital Group Private Client Services

View
Client Services Associate
Palo Alto, CA, US
Employees:
7268
Samantha Mcbride Work Experience Details
  • Capital Group Private Client Services
    Client Services Associate
    Capital Group Private Client Services
    Palo Alto, Ca, Us
  • Capital Group
    Global Investment Control Analyst
    Capital Group Oct 2024 - Present
    Los Angeles, California, United States
  • Capital Group
    Global Investment Control Associate
    Capital Group Sep 2022 - Oct 2024
    Los Angeles, California, United States
    - Assists in maintaining multiple Separately Managed Account portfolios for several different financial institutions. - Contributes to the creation of Alteryx and Tableau automations, allowing for the reduction of the team’s time in BAU. - Works with business partners, externally and internally, to achieve the client’s goals in their SMA portfolio. - Takes the lead on organizing and documenting all business processes, contacts and workflows into one place.
  • John Tracy Center
    Member Board Of Directors
    John Tracy Center Jul 2024 - Present
    Los Angeles, California, United States
  • Claremont Women In Business
    Co-President
    Claremont Women In Business Mar 2021 - Apr 2022
    - Maintain communication relative to CWIB with students, staff, faculty, and administrators. Oversees all Vice Presidents within the CWIB Executive Leadership board to ensure opportunities and events are carried out properly. - Oversees CWIB’s apparel company, Claremont Apparel, to bring in sustainable revenue for future club spending. Incited the resale of pre-pandemic inventory, bringing in over $1K for the club fund.- Restructured the club post-pandemic to ensure a guaranteed working experience for members and Vice Presidents, along with consumers who benefit from what CWIB provides.- Responsible for delivering CWIB communications with students, staff, faculty, and administrators.
  • Claremont Women In Business
    Vice President Of Community Division
    Claremont Women In Business May 2020 - Mar 2021
  • Claremont Women In Business
    Marketing Lead
    Claremont Women In Business Sep 2019 - May 2020
    Claremont, Ca
    - Oversee the CWIB website team to make sure that it parallels with current events and opportunities.- Oversee the marketing team and advise social media marketing.- Draft emails of current event opportunities or internship opportunities for CWIB subscribers.
  • Cvs Health
    Finance Intern
    Cvs Health Jun 2021 - Aug 2021
    Hartford, Connecticut, United States
    - Assigned to the Caremark Financial Planning and Reporting team where responsibilities were to consolidate budgets, actuals, and forecasts for the upcoming quarter and year. - Produced a volume pull that consisted of volume analysis of CVS’ MailChoice, Rebates, and pharmaceuticals. Volume pull was presented at the end of quarter presentation to the CVS Executive Leadership.
  • The Cmc Forum
    Staff Writer
    The Cmc Forum Sep 2019 - Sep 2020
    Claremont, Ca
    - Write relevant stories for the student body. - Collaborate with fellow staff writers on potential story ideas. - Interview, collect and present. - Occasional video story.
  • Nafoa
    Finance And Policy Intern
    Nafoa Jul 2020 - Aug 2020
    Washington, District Of Columbia, United States
    - Followed new legislation and analyzed its impacts on the growing market and on tribal businesses.- Research and contribute to the management of tribal assets and capital, ensuring that it’s well-managed for the next generation.- Assist in ensuring tribal economic and governance growth.- Examined the benefits and disadvantages of equity funding and SBA-approved loans for small businesses. - Worked with Private Equity Firms to further benefit tribal businesses during the pandemic.
  • Stanford University
    Summer Camp Counselor
    Stanford University Jun 2019 - Aug 2019
    Stanford, Ca
    - Facilitated all day activities for children. - Taught techniques needed for different sports. - Maintained connections with parents and resolved conflicts that may arise. - Coordinated field trip scheduling.
  • Form Fitness
    Front Desk Representative
    Form Fitness Mar 2017 - May 2018
    Palo Alto, Ca
    - Greeted and checked members in. - Organized and sterilized equipment. - Filed terminations and new memberships. - Scheduled personal training appointments. - Sold memberships.
  • California Ear Institute
    Summer Intern
    California Ear Institute Jun 2016 - Aug 2016
    1900 University Ave Palo Alto, Ca 9303
    - Worked as an intern for Dr. Joseph Roberson, MD. - Interacted with patients and shared my story as a patient of Dr. Roberson. - Observed live operations and learned surgical concepts. - Hands on interactions with parents and patients pre-op and post-op.
  • Boys & Girls Clubs Of America
    Summer Intern - Coordinator For Volunteer Outreach
    Boys & Girls Clubs Of America Jun 2014 - Aug 2015
    Menlo Park, Ca
    - Director of volunteer outreach for Garfield Elementary.- Mentor for young children in classrooms.- Facilitated summer camp activities.- Provided children and their parents with resources for out of the classroom school work and tutoring.- Received the recruitment award for the most recruits in the summer of 2015.

Samantha Mcbride Skills

Time Management Leadership Microsoft Office Teamwork Oral Communication Communication Interpersonal Skills Critical Thinking Conflict Resolution Adobe Photoshop Adobe Premiere Pro Adult And Pediatric First Aid/cpr/aed

Samantha Mcbride Education Details

Frequently Asked Questions about Samantha Mcbride

What company does Samantha Mcbride work for?

Samantha Mcbride works for Capital Group Private Client Services

What is Samantha Mcbride's role at the current company?

Samantha Mcbride's current role is Client Services Associate.

What is Samantha Mcbride's email address?

Samantha Mcbride's email address is sa****@****oup.com

What schools did Samantha Mcbride attend?

Samantha Mcbride attended Claremont Mckenna College, Palo Alto High School.

What skills is Samantha Mcbride known for?

Samantha Mcbride has skills like Time Management, Leadership, Microsoft Office, Teamwork, Oral Communication, Communication, Interpersonal Skills, Critical Thinking, Conflict Resolution, Adobe Photoshop, Adobe Premiere Pro, Adult And Pediatric First Aid/cpr/aed.

Who are Samantha Mcbride's colleagues?

Samantha Mcbride's colleagues are Taryn Foster, Marie Martin, Claire Stewart, Cheryl Glavin, Diana Niles, Steven Smith, Anhua Cheng.

Not the Samantha Mcbride you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.