Samantha Brown

Samantha Brown Email and Phone Number

Director of Data Platform @ Merit Financial Advisors
Omaha, NE, US
Samantha Brown's Location
Omaha, Nebraska, United States, United States
Samantha Brown's Contact Details

Samantha Brown work email

Samantha Brown personal email

n/a
About Samantha Brown

Samantha Brown is a Director of Data Platform at Merit Financial Advisors. She possess expertise in customer service, time management, manage client relationships, travel planning, team leadership and 10 more skills.

Samantha Brown's Current Company Details
Merit Financial Advisors

Merit Financial Advisors

View
Director of Data Platform
Omaha, NE, US
Employees:
6
Samantha Brown Work Experience Details
  • Merit Financial Advisors
    Director Of Data Platform
    Merit Financial Advisors
    Omaha, Ne, Us
  • Merit Financial Advisors
    Director Of Data Platform
    Merit Financial Advisors Nov 2024 - Present
    Alpharetta, Georgia, United States
  • Merit Financial Advisors
    Senior Business Analyst
    Merit Financial Advisors Aug 2023 - Nov 2024
    Alpharetta, Georgia, United States
    Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our… Show more Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together. Merit’s Awards and Accolades:- 2024 InvestmentNews RIA Firm of the Year- 2024, 2023, 2022, 2021, 2020, 2019 & 2018 Best Places to Work for Financial Advisors byInvestmentNews- 2023 Barron’s Top 100 RIA Firms- 2023 Baron’s Top 100 Private Wealth Management Teams- 2023 Forbes Top RIA Firms- 2023 RIA Intel RIA of the Year $1Billion+- 2021 Barron's Top Private Wealth Management Teams- 2020 Forbes Top 250 Wealth Advisors- 2020 - 2024 Inc. 5000 Fast Growing Private Companies in America Show less
  • Merit Financial Advisors
    Senior Product Manager - Orion
    Merit Financial Advisors May 2022 - Aug 2023
  • Merit Financial Advisors
    Operations Analyst
    Merit Financial Advisors Jul 2021 - May 2022
  • Orion Advisor Tech
    Onboarding Coordinator
    Orion Advisor Tech Mar 2021 - Jul 2021
  • Orion Advisor Services
    Investment Performance Specialist
    Orion Advisor Services Aug 2017 - Mar 2021
    Greater Omaha Area
  • Orion Advisor Services
    Senior Advisor Success Advocate
    Orion Advisor Services Apr 2015 - Aug 2017
    Greater Omaha Area
  • Boys Town
    Investment Operations Specialist
    Boys Town Apr 2019 - Mar 2020
  • Jet Linx
    Lead Client Service Specialist
    Jet Linx May 2013 - Feb 2015
  • Mantra Bar & Grille
    Bartender/ Shift Manager
    Mantra Bar & Grille Apr 2012 - Dec 2012
  • Upstream Brewing Company
    Server
    Upstream Brewing Company Jul 2010 - Feb 2012

Samantha Brown Skills

Customer Service Time Management Manage Client Relationships Travel Planning Team Leadership Communication Social Networking Team Building Event Management Communication Skills Business Aviation English Language Skills Travel Arrangements Team Mentoring Financial Technology

Samantha Brown Education Details

Frequently Asked Questions about Samantha Brown

What company does Samantha Brown work for?

Samantha Brown works for Merit Financial Advisors

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

Samantha Brown's current role is Director of Data Platform.

What is Samantha Brown's email address?

Samantha Brown's email address is sb****@****tfa.com

What schools did Samantha Brown attend?

Samantha Brown attended Creighton University.

What skills is Samantha Brown known for?

Samantha Brown has skills like Customer Service, Time Management, Manage Client Relationships, Travel Planning, Team Leadership, Communication, Social Networking, Team Building, Event Management, Communication Skills, Business Aviation, English Language Skills.

Who are Samantha Brown's colleagues?

Samantha Brown's colleagues are Sunil Sunil G, Lazar A.

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