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Sam Ellis, Cfp® Email & Phone Number

Director at Requisite Capital Management
Location: Dallas, Texas, United States 9 work roles 2 schools
1 work email found @requisitecm.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@requisitecm.com
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Current company
Requisite Capital Management
Role
Director
Location
Dallas, Texas, United States
Company size
6 employees

Who is Sam Ellis, Cfp®? Overview

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Quick answer

Sam Ellis, Cfp® is listed as Director at Requisite Capital Management, a company with 6 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at requisitecm.com and a matched LinkedIn profile for Sam Ellis, Cfp®.

Sam Ellis, Cfp® previously worked as Associate Director at Requisite Capital Management and Associate at Requisite Capital Management. Sam Ellis, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Southern Methodist University.

Company email context

Email format at Requisite Capital Management

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*@requisitecm.com
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AeroLeads found 1 current-domain work email signal for Sam Ellis, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Sam Ellis, Cfp®

Sam Ellis, Cfp® is a Director at Requisite Capital Management. He is proficient in English.

Current workplace

Sam Ellis, Cfp®'s current company

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Requisite Capital Management
Requisite Capital Management
Director
dallas, texas, united states
Website
requisitecm.com
Employees
6
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Company profile
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9 roles

Sam Ellis, Cfp® work experience

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

Sports & Experiential Marketing Intern

Publicis Hawkeye

Dallas/Fort Worth Area

  • Work on experiential marketing initiatives for The North Face Endurance Series, Deep Eddy Vodka mobile trailer and Capital One music immersion events
  • Solve day-to-day problems for nationwide projects with many moving parts
  • Prepare pitches for Fortune 500 companies including budget analysis, daily schedules and hiring processes
Sep 2017 - Dec 2017

Private Wealth Management Intern

Ubs

Greater Chicago Area

  • Analyzed historical performance for multi-billion dollar family in order to offer investment advice and solutions
  • Assisted and updated quarterly presentations for financial advisors’ private wealth client reviews by analyzing certain asset classes and how they contribute to total return and allocations
  • Prepared talking points for Senior Vice President of team to present to client and outline the advantages of private sector (alternative investments) in accordance with the public market (structured notes)
  • Attended meetings with high ranking officials throughout the branch to give an overview of the business
May 2017 - Aug 2017

New Car Sales Associate

Mike Castrucci Chevrolet

Cincinnati, OH

  • Flushed into the car business with no experience and little product knowledge as the dealer’s youngest employee
  • In 11 weeks, sold 25 cars worth in excess of $640,000 of new General Motors Chevrolet vehicles
  • Learned to work effectively in a unique environment based on competitive commission sales and customer satisfaction
May 2016 - Aug 2016

Sales Representative

Romualdo’S Bespoke Tailoring

- When not at school in Dallas, working as a sales rep at family-owned tailor shop and men’s clothing store- Sold clothing to a wide array of customers, took down specific alterations and helped the store run efficiently- Learned a lot about customer service and provided me with genuine experience in the business world

May 2014 - Aug 2015

Founder And President

Indian Hill Summer Tennis Camp

- Designed the first tennis camp for children of all skill levels in my neighborhood- Ran three hours a day for eight weeks in 2013 and six weeks in 2014- Raised over $4,000 that was donated to pancreatic cancer research and featured in the Indian Hill Journal

Jun 2013 - Aug 2014

Tennis Coach And Marketing Assistant

Five Seasons Family Sports Club

- Spent the summers helping out the child tennis clinic and camp at my tennis club- Marketed the tennis camp to members of the community at varying skill levels- Brought in multiple students to join the camp and provided private lessons to five different children

Jun 2011 - Jul 2013
Team & coworkers

Colleagues at Requisite Capital Management

Other employees you can reach at requisitecm.com. View company contacts for 6 employees →

AK Alexis Kincaid Alexis Kincaid Colleague at Requisite Capital ManagementDallas, Texas, United States, United States View → RN Rachel Niemuth Rachel Niemuth Colleague at Requisite Capital ManagementDallas-Fort Worth Metroplex, United States View → RD Ryan Dilworth, Cfa, Caia Ryan Dilworth, Cfa, Caia Colleague at Requisite Capital ManagementDallas, Texas, United States, United States View → BA Brannon Albritton Brannon Albritton Colleague at Requisite Capital ManagementDallas, Texas, United States, United States View → FK Fauzia K. Fauzia K. Colleague at Requisite Capital ManagementHouston, Texas, United States, United States View →
2 education records

Sam Ellis, Cfp® education

Education record

The Seven Hills School
FAQ

Frequently asked questions about Sam Ellis, Cfp®

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

What company does Sam Ellis, Cfp® work for?

Sam Ellis, Cfp® works for Requisite Capital Management.

What is Sam Ellis, Cfp®'s role at Requisite Capital Management?

Sam Ellis, Cfp® is listed as Director at Requisite Capital Management.

What is Sam Ellis, Cfp®'s email address?

AeroLeads has found 1 work email signal at @requisitecm.com for Sam Ellis, Cfp® at Requisite Capital Management.

Where is Sam Ellis, Cfp® based?

Sam Ellis, Cfp® is based in Dallas, Texas, United States while working with Requisite Capital Management.

What companies has Sam Ellis, Cfp® worked for?

Sam Ellis, Cfp® has worked for Requisite Capital Management, Publicis Hawkeye, Ubs, Mike Castrucci Chevrolet, and Romualdo’S Bespoke Tailoring.

Who are Sam Ellis, Cfp®'s colleagues at Requisite Capital Management?

Sam Ellis, Cfp®'s colleagues at Requisite Capital Management include Alexis Kincaid, Rachel Niemuth, Ryan Dilworth, Cfa, Caia, Brannon Albritton, and Fauzia K..

How can I contact Sam Ellis, Cfp®?

You can use AeroLeads to view verified contact signals for Sam Ellis, Cfp® at Requisite Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Sam Ellis, Cfp® attend?

Sam Ellis, Cfp® holds Bachelor Of Business Administration - Bba, Finance, General from Southern Methodist University.

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