Sameer Sawaqed
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Sameer Sawaqed Email & Phone Number

Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know at Freedom Family Office
Location: United States, United States, United States 14 work roles 5 schools
1 work email found @vise.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
Role
Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know
Location
United States, United States, United States

Who is Sameer Sawaqed? Overview

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Quick answer

Sameer Sawaqed is listed as Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know at Freedom Family Office, based in United States, United States, United States. AeroLeads shows a work email signal at vise.com and a matched LinkedIn profile for Sameer Sawaqed.

Sameer Sawaqed previously worked as Manager, Strategic Growth & Client Success at Freedom Family Office and Founder at The More We Know Podcast. Sameer Sawaqed holds Graduate Student-At-Large Program, Business from The University Of Chicago Booth School Of Business.

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Email format at Freedom Family Office

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{first_initial}{last}@vise.com
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Profile bio

About Sameer Sawaqed

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.

Listed skills include Public Speaking, Research, Teaching, Entrepreneurship, and 25 others.

Current workplace

Sameer Sawaqed's current company

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Freedom Family Office
Freedom Family Office
Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know
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14 roles

Sameer Sawaqed work experience

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

Manager, Strategic Growth & Client Success

Current

Boca Raton, Florida 33431, Florida, US

GTM 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.

Apr 2024 - Present

Founder

Current

Join 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 🚀

Jun 2020 - Present

Vice President, Investor Relations

Chicago, Illinois, US

Chicago 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.

Mar 2023 - Feb 2024

Advisor

New York, NY, US

Advise the founders on GTM on a volunteer basis.

Mar 2023 - Feb 2024

Regional Director

New York, NY, US

May 2022 - Mar 2023

Advisor Consultant, Team Lead

New York, NY, US

Vise 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.

Oct 2021 - May 2022

Fellow

San Francisco, CA, US

Had 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).

Sep 2023 - Jan 2024

Business Development Representative

Chicago, IL, US

Enfusion ($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.

Oct 2020 - Oct 2021

Sales Trainee Leadership Graduate Program

Helsinki, 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.
  • 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
Sep 2019 - Sep 2020

Special Project Assistant

Chicago, Illinois, US

Worked 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!

May 2018 - Mar 2019

Head Manager Mens Basketball Team

Chicago, 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
Sep 2015 - May 2018

Consultant

Chicago, 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
Sep 2018 - Dec 2018

Sales And Management Intern

Cleveland, 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.
  • 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.
May 2018 - Aug 2018
5 education records

Sameer Sawaqed education

Graduate Student-At-Large Program, Business

The University Of Chicago Booth School Of Business

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

Loyola University Chicago

Entrepreneurship (Minor), Business

Quinlan School Of Business, Loyola University Chicago

High School Diploma

La Lumiere School

Education record

University Of Chicago Laboratory Schools
FAQ

Frequently asked questions about Sameer Sawaqed

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

What company does Sameer Sawaqed work for?

Sameer Sawaqed works for Freedom Family Office.

What is Sameer Sawaqed's role at Freedom Family Office?

Sameer Sawaqed is listed as Investment Management + Fintech Business Development Leader| Podcast Host @ The More We Know at Freedom Family Office.

What is Sameer Sawaqed's email address?

AeroLeads has found 1 work email signal at @vise.com for Sameer Sawaqed at Freedom Family Office.

Where is Sameer Sawaqed based?

Sameer Sawaqed is based in United States, United States, United States while working with Freedom Family Office.

What companies has Sameer Sawaqed worked for?

Sameer Sawaqed has worked for Freedom Family Office, The More We Know Podcast, Chicago Atlantic Group, Vise, and Transform Vc.

How can I contact Sameer Sawaqed?

You can use AeroLeads to view verified contact signals for Sameer Sawaqed at Freedom Family Office, including work email, phone, and LinkedIn data when available.

What schools did Sameer Sawaqed attend?

Sameer Sawaqed holds Graduate Student-At-Large Program, Business from The University Of Chicago Booth School Of Business.

What skills is Sameer Sawaqed known for?

Sameer Sawaqed is listed with skills including Public Speaking, Research, Teaching, Entrepreneurship, Leadership, Powerpoint, Marketing, and Training.

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