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Sam Carmola Email & Phone Number

Senior Account Manager at Financial Recovery Technologies
Location: Boston, Massachusetts, United States 8 work roles 2 schools
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Current company
Financial Recovery Technologies
Role
Senior Account Manager
Location
Boston, Massachusetts, United States
Company size
139 employees

Who is Sam Carmola? Overview

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Quick answer

Sam Carmola is listed as Senior Account Manager at Financial Recovery Technologies, a company with 139 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Sam Carmola.

Sam Carmola previously worked as Account Manager at Financial Recovery Technologies and Customer Success Analyst II at Ice. Sam Carmola holds Bachelor Of Science, Finance from D'Amore-Mckim School Of Business At Northeastern University.

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Financial Recovery Technologies

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Profile bio

About Sam Carmola

Sam Carmola is a Senior Account Manager at Financial Recovery Technologies. He is proficient in English.

Current workplace

Sam Carmola's current company

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Financial Recovery Technologies
Financial Recovery Technologies
Senior Account Manager
medford, massachusetts, united states
Website
frtservices.com
Employees
139
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8 roles

Sam Carmola work experience

A career timeline built from the work history available for this profile.

Customer Success Analyst Ii

Ice

Bedford, Massachusetts, United States

Led monthly leadership team meetings and QSR’s examining the timeliness and accuracy of financial data delivered. Managed the technical support for dedicated accounts including Goldman Sachs, JP Morgan, BNY Mellon, and Broadridge Financial Solutions. Spearheaded a Knowledge Centered Service initiative that improved utilization by 70% and reduced training.

Mar 2022 - Dec 2023

Customer Success Analyst I

Ice

Bedford, Massachusetts, United States

Provided reports informing clients of current SLAs and data usage. Resolved client inquiries related to the delivery and accuracy of financial data, improving time to resolution by 30%. Collaborated with Sales and Product teams to determine client data usage, billing rates, and preferred file delivery systems.

Jul 2020 - Mar 2022

Private Wealth Associate Co-Op

Merrill Lynch

Boston, Massachusetts, United States

Prepared presentations for meetings with prospects and annual reviews for 60 clients. Calculated portfolio performance relative to benchmark indexes and presented information to clients monthly.Determined short term cash on hand and ability to trade on margin for clients that called in trades to minimize potential overdraft fees.

Jul 2019 - Dec 2019

Fair Value Analyst

Wellington Management

Boston, Massachusetts, United States

Conducted daily research through Bloomberg on trading interruptions of funds held by Wellington Management. Priced securities such as rights, warrants, interim shares, and coupons issued as a result of corporate actions. Monitored current news on Private Equity and Illiquid securities assigned to the Fair Value team and updated pricing when necessary..

Jun 2018 - Aug 2018

Accounting Department/Attorney Support Intern

Michienzie & Sawin Llc

Boston, Massachusetts, United States

Conducted legal research to support attorneys in the discovery and organization of relevant case information. Assisted with monthly and quarterly billing to clients by preparing and documenting invoices. Provided administrative support for company events, client meetings, and court proceedings.

Feb 2018 - Jun 2018

Global Client Administration Co-Op

Mfs Investment Management

Boston, Massachusetts, United States

Created portfolio performance reports for 25 clients on a weekly basis. Calculated daily total net asset values for the Global Total Return Fund, ensuring a mix of 60% equity and 40% fixed income securities. Managed FX Requests to assist team in purchasing foreign securities.

Jul 2017 - Jan 2018
Team & coworkers

Colleagues at Financial Recovery Technologies

Other employees you can reach at frtservices.com. View company contacts for 139 employees →

CC Caleb Caldwell Caleb Caldwell Colleague at Financial Recovery Technologies Greater Boston, United States View → YD Yves De Fromont Yves De Fromont Colleague at Financial Recovery Technologies Greater London, England, United Kingdom, United Kingdom View → BT Brian Tait Brian Tait Colleague at Financial Recovery Technologies Melrose, Massachusetts, United States, United States View → IE Islam Emam Islam Emam Colleague at Financial Recovery Technologies Cairo, Cairo, Egypt, Egypt View → JF Janelle Firicano Janelle Firicano Colleague at Financial Recovery Technologies Stoneham, Massachusetts, United States, United States View → RH Ruth Hurwitz Ruth Hurwitz Colleague at Financial Recovery Technologies Boston, Massachusetts, United States, United States View → AA Aanuoluwapo Adelana Aanuoluwapo Adelana Colleague at Financial Recovery Technologies United States, United States View → NL Nelson Lee Nelson Lee Colleague at Financial Recovery Technologies Greater Boston, United States View → ZL Zixing(Jessica) Li Zixing(Jessica) Li Colleague at Financial Recovery Technologies Boston, Massachusetts, United States, United States View → DG David Granger David Granger Colleague at Financial Recovery Technologies Medford, Massachusetts, United States, United States View →
2 education records

Sam Carmola education

FAQ

Frequently asked questions about Sam Carmola

Quick answers generated from the profile data available on this page.

What company does Sam Carmola work for?

Sam Carmola works for Financial Recovery Technologies.

What is Sam Carmola's role at Financial Recovery Technologies?

Sam Carmola is listed as Senior Account Manager at Financial Recovery Technologies.

Where is Sam Carmola based?

Sam Carmola is based in Boston, Massachusetts, United States while working with Financial Recovery Technologies.

What companies has Sam Carmola worked for?

Sam Carmola has worked for Financial Recovery Technologies, Ice, Merrill Lynch, Wellington Management, and Michienzie & Sawin Llc.

Who are Sam Carmola's colleagues at Financial Recovery Technologies?

Sam Carmola's colleagues at Financial Recovery Technologies include Caleb Caldwell, Yves De Fromont, Brian Tait, Islam Emam, and Janelle Firicano.

How can I contact Sam Carmola?

You can use AeroLeads to view verified contact signals for Sam Carmola at Financial Recovery Technologies, including work email, phone, and LinkedIn data when available.

What schools did Sam Carmola attend?

Sam Carmola holds Bachelor Of Science, Finance from D'Amore-Mckim School Of Business At Northeastern University.

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