Sameer Sawaqed Email and Phone Number
Sameer Sawaqed work email
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Sameer Sawaqed personal email
Entrepreneurial and driven professional with a track record in investment management, go-to-market (GTM) strategy enhancement, and business development for multiple companies. A skilled communicator, I have successfully built long-term relationships with business clients, financial advisors, RIAs, investors, and ultra-high net worth individuals. My success stems from nurturing relationships and tailoring solutions to meet clients' needs, using personalized service to build and sustain partnerships crucial for driving business growth and client satisfaction. Obsessed with becoming 1% better daily, I consistently focus on enhancing strategies and exceeding expectations. In addition to my corporate endeavors, I host a top mentorship-focused podcast empowering Gen Z by featuring influential mentors monthly, ranging from the Mayor of Miami to the Founder of Reebok and the former CEO of Chipotle. Committed to mentorship, I believe in the transformative power of sharing knowledge to foster success. Passionate about fintech, capital markets, venture capital, and making a difference. Emphasis on consultative sales, investment management, GTM strategy enhancement, and continuous improvement in dynamic and fast-paced environments.
Freedom Family Office
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Manager, Strategic Growth & Client SuccessFreedom Family Office Apr 2024 - PresentBoca Raton, Florida 33431, Florida, UsGTM leader at Freedom Family Office. We help entrepreneurs worldwide live a life truly rich beyond money. Our family office, built by entrepreneurs for entrepreneurs, specializes in comprehensive wealth management, strategic financial planning, and bespoke investment strategies. The focus is empowering entrepreneurs to maximize their wealth in all aspects of life, leveraging firsthand entrepreneurial experience to provide tailored guidance and support. -
FounderThe More We Know Podcast Jun 2020 - PresentJoin Sameer as he interviews experts worldwide to provide you with mentorship in your pocket in an hour or less. Some popular guests include the Mayor of Miami, the founder of Reebok, and former CEO of Chipotle. The worlds mentorship platform 🚀 -
Vice President, Investor RelationsChicago Atlantic Group Mar 2023 - Feb 2024Chicago, Illinois, UsChicago Atlantic is a private credit-focused investment firm founded in 2019 with roughly $1.2 billion in AUM. Since inception, Chicago Atlantic has made over $2 billion in credit & equity investments. With offices in Chicago & Miami, Chicago Atlantic seeks to capitalize on investment opportunities that are time-sensitive, complex, or in dislocated markets. -
AdvisorVise Mar 2023 - Feb 2024New York, Ny, UsAdvise the founders on GTM on a volunteer basis. -
Regional DirectorVise May 2022 - Mar 2023New York, Ny, Us -
Advisor Consultant, Team LeadVise Oct 2021 - May 2022New York, Ny, UsVise is a technology-powered investment manager that provides financial advisors with customized and intelligent investment solutions to help their clients achieve their goals. Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. As an advisor consultant I consistently achieved above 100% of my goal. -
FellowTransform Vc Sep 2023 - Jan 2024San Francisco, Ca, UsHad the opportunity to be a part of Transform's rotational fellowship program to learn about early-stage VC investing. This included screening new start up deals, interviewing founders and overall strategy. Transform is an early-stage VC firm in San Francisco. The firm seeks to invest in deep tech, applied deep tech, and software as a service (SaaS) sectors, transforming traditional antiquated industries. -
Business Development RepresentativeEnfusion Oct 2020 - Oct 2021Chicago, Il, UsEnfusion ($ENFN), now public, is a cloud-based, fully integrated platform on the market - seamlessly incorporating multi-asset class solutions for front, middle and back office through a single data set. We also offer middle-and back-office Fund Services used by investment managers to streamline operations and reduce overhead expenses. Enfusion is headquartered in Chicago with offices in New York, London, Dublin and Hong Kong. I joined Enfusion while it was a private company and got to be apart of the growing business development team as the fourth SDR in company history on the USA team. I gained valuable insight learning from a rapidly growing sales team to drive revenue. By the time I left Enfusion, that team grew significantly and the company went public a month later. -
Sales Trainee Leadership Graduate ProgramUpm - The Biofore Company Sep 2019 - Sep 2020Helsinki, Fi, Fi•The UPM Graduate Program is as 12 month selective traineeship designed to give college graduates career an exciting start with many opportunities for future development. It includes face-to-face and virtual learning days to keep one well informed and up-to-date on all that is important and a unique opportunity to learn from company professionals including mentors and senior management. It is a early talent rotational program giving graduates exposure to many areas of business functions. •Appointed team lead in researching and finding best sales enablement software for our team, leading us to finally picking ZoomInfo•Trained with sales managers and company executives in different rotations including sales, customer service/account management, supply chain, logistics & strategy•Took lead as a Salesforce Administrator generating weekly reports, customer ownership changes, and general CRM inquires•Worked on key customer account management including participating on phone calls, emails, and using SAP to handle customer inquiries during the customer service rotation•Developed new business opportunities while developing my own prospect list of 200+ contacts •Presented to European team social media strategy to acquire new graduate program students and how to market program •Participated in sales training including: cold calling, new business development, prospecting, and SPIN selling certification course•Took lead in developing and distributing a weekly research market analysis for the UPM sales team to keep them informed and updated for customer meetings. This included economic conditions, sustainability and customer updates•Develop power point presentations of market analysis for current company products in relation to macroeconomics, environmental and competitive trends -
StudentLoyola University Chicago Aug 2015 - May 2019Chicago, Illinois, Us -
Special Project AssistantLoyola University Chicago May 2018 - Mar 2019Chicago, Illinois, UsWorked with University President and other faculty to create healthier options at the University for students. UPDATE 3/18/19- healthy vending machine implemented on downtown campus! -
Head Manager Mens Basketball TeamLoyola University Chicago Sep 2015 - May 2018Chicago, Illinois, Us• Oversaw and led a staff of nine to run an efficient team; aided in day-to-day operations with team during practice, outside of practice, and on game day, home or away• Prepared, edited, and cut film of practice and opposing teams to be viewed by coaches and players• Used synergy to code the offense and defense of scout teams• Traveled to different cities and was responsible for food orders, practice reservations, and hotel accommodations for players and coaches• Served as an on-court aide before and after practice by passing balls to players during pre-practice exercises or post-practice shooting drills• Responsible for transporting the players’ game uniforms, practice uniforms, and sneakers to sites and arranging for uniforms to be washed while the team was on the road• Arrived about an hour before practice and left an hour after practice -
ConsultantTop Box Foods Sep 2018 - Dec 2018Chicago, Il, Us• Design a Theory of Change to raise awareness of nonprofits mission to engage and empower neighborhood leaders, partners, and volunteers to join together to make healthy affordable food accessible to all• Compose a grant to expand Top Box in more neighborhoods throughout Chicago• Develop a fundraising pitch as an effort to raise money for the nonprofit initiative -
Sales And Management InternSherwin-Williams May 2018 - Aug 2018Cleveland, Oh, Us•As an intern had the opportunity to learn basic store operations, gain management skills, and develop sales techniques and customer service skills, as well as increase knowledge in a variety of key business topics such as profit and loss, inventory control, and human resources. Also exposed to Sherwin-Williams professionals in a variety of functional areas, gaining insight on a career in outside sales by traveling with a Sales Representative and spending structured time with my District Management team. •Made sales calls using scripts (cold calling); rode along with sales reps from different territories, visiting clients and building relationships•Gained experience in multiple departments: Sales/Customer Service – ensured the company’s wholesale and retail customers had everything they needed to successfully complete their job; Marketing/Merchandising – learned the plan-o-gram and pricing systems; Product Knowledge – learned about paints, applicators, spray equipment, and associated products; Inventory Management – studied rates of sale, stock replenishment, and inventory turnover; Financial Reports – worked with P&L statements and analytical reports; Operations Management – conducted delivery scheduling and competitive product analyses; Human Resources—interview process, presentation skills, recruitment
Sameer Sawaqed Skills
Sameer Sawaqed Education Details
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The University Of Chicago Booth School Of BusinessBusiness -
Loyola University ChicagoGeneral -
Quinlan School Of Business, Loyola University ChicagoBusiness -
La Lumiere SchoolHigh School Diploma -
University Of Chicago Laboratory Schools
Frequently Asked Questions about Sameer Sawaqed
What company does Sameer Sawaqed work for?
Sameer Sawaqed works for Freedom Family Office
What is Sameer Sawaqed's role at the current company?
Sameer Sawaqed's current role is Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know.
What is Sameer Sawaqed's email address?
Sameer Sawaqed's email address is ss****@****ise.com
What schools did Sameer Sawaqed attend?
Sameer Sawaqed attended The University Of Chicago Booth School Of Business, Loyola University Chicago, Quinlan School Of Business, Loyola University Chicago, La Lumiere School, University Of Chicago Laboratory Schools.
What skills is Sameer Sawaqed known for?
Sameer Sawaqed has skills like Public Speaking, Research, Teaching, Entrepreneurship, Leadership, Powerpoint, Marketing, Training, Social Media, Microsoft Word, Community Outreach, Microsoft Office.
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