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Sam Green, Aif® Email & Phone Number

Private Wealth Manager at Upstream Investment Partners at Upstream Investment Partners, LLC
Location: Plano, Texas, United States 3 work roles 2 schools
1 work email found @upstreamip.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@upstreamip.com
LinkedIn Profile matched
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Current company
Upstream Investment Partners, LLC
Role
Private Wealth Manager at Upstream Investment Partners
Location
Plano, Texas, United States
Company size
72 employees

Who is Sam Green, Aif®? Overview

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Quick answer

Sam Green, Aif® is listed as Private Wealth Manager at Upstream Investment Partners at Upstream Investment Partners, LLC, a with 72 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at upstreamip.com and a matched LinkedIn profile for Sam Green, Aif®.

Sam Green, Aif® previously worked as Private Wealth Manager at Upstream Investment Partners, Llc and Financial Advisor at Ameriprise Financial. Sam Green, Aif® holds Bba, Marketing from Smu Cox School Of Business.

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Email format at Upstream Investment Partners, LLC

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*@upstreamip.com
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AeroLeads found 1 current-domain work email signal for Sam Green, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Sam Green, Aif®

Goal driven financial planner on a mission to help enable clients to achieve their financial dreams.I help affluent individuals to manage their assets against market risk and taxes to help achieve their financial goals. I work with a diverse group of clients and I am taking on new clients. Please contact me if I can help you or someone you know to develop a financial plan.

Current workplace

Sam Green, Aif®'s current company

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Upstream Investment Partners, LLC
Upstream Investment Partners, Llc
Private Wealth Manager at Upstream Investment Partners
Plano, TX, US
Website
joinupstreamip.com
Employees
72
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Company profile
View company profile Email format
3 roles

Sam Green, Aif® work experience

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

Private Wealth Manager

Current
Upstream Investment Partners, Llc

Us

Upstream Investment Partners900 W BethanySuite 370Allen, TX 75013Direct: 972.535.4206Email: sgreen@upstreamip.comSecurities offered through Sigma Financial Corporation, member FINRA (www.FINRA.org) and SIPC (http://www.SIPC.org). Investment Advisory services offered through SPC, a Registered Investment Advisor. Upstream Investment Partners , LLC is independent of Sigma Financial Corporation and SPC.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, SPC or Upstream Investment Partners. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Jan 2011 - Present

Financial Advisor

Ameriprise Financial

Minneapolis, Mn, Us

Built and maintained a client base through referral and personal relationships, helping clients to develop a goal based financial plan. I further helped those clients to implement said plan and check progress on an ongoing basis toward their goals.

May 2007 - Jan 2011
Team & coworkers

Colleagues at Upstream Investment Partners, LLC

Other employees you can reach at joinupstreamip.com. View company contacts for 72 employees →

SB Steve Belloli Steve Belloli Colleague at Upstream Investment Partners, LlcEast Lansing, Michigan, United States View → CM Cindy Manuel Cindy Manuel Colleague at Upstream Investment Partners, LlcLittleton, Colorado, United States View → AU Adam Uecker Adam Uecker Colleague at Upstream Investment Partners, LlcEast Lansing, Michigan, United States View → RC Rod Chisholm Rod Chisholm Colleague at Upstream Investment Partners, LlcSan Antonio, Texas, United States View → AC Alicia Cole Alicia Cole Colleague at Upstream Investment Partners, LlcMidland, Michigan, United States View → JG Jim Galiger Jim Galiger Colleague at Upstream Investment Partners, LlcPark Ridge, Illinois, United States View → BM Brandy Merriam Brandy Merriam Colleague at Upstream Investment Partners, LlcGreater Colorado Springs Area, United States View → CQ Catherine Q. Gray Catherine Q. Gray Colleague at Upstream Investment Partners, LlcIrving, Texas, United States View → LL Leesa Lamb Leesa Lamb Colleague at Upstream Investment Partners, LlcBoerne, Texas, United States View → M( Matthew (Matt) R. Simon, Aif® Matthew (Matt) R. Simon, Aif® Colleague at Upstream Investment Partners, LlcTraverse City, Michigan, United States View →
2 education records

Sam Green, Aif® education

Bba, Marketing

Smu Cox School Of Business

B.B.A., Marketing

Southern Methodist University
FAQ

Frequently asked questions about Sam Green, Aif®

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

What company does Sam Green, Aif® work for?

Sam Green, Aif® works for Upstream Investment Partners, LLC.

What is Sam Green, Aif®'s role at Upstream Investment Partners, LLC?

Sam Green, Aif® is listed as Private Wealth Manager at Upstream Investment Partners at Upstream Investment Partners, LLC.

What is Sam Green, Aif®'s email address?

AeroLeads has found 1 work email signal at @upstreamip.com for Sam Green, Aif® at Upstream Investment Partners, LLC.

Where is Sam Green, Aif® based?

Sam Green, Aif® is based in Plano, Texas, United States while working with Upstream Investment Partners, LLC.

What companies has Sam Green, Aif® worked for?

Sam Green, Aif® has worked for Upstream Investment Partners, Llc and Ameriprise Financial.

Who are Sam Green, Aif®'s colleagues at Upstream Investment Partners, LLC?

Sam Green, Aif®'s colleagues at Upstream Investment Partners, LLC include Steve Belloli, Cindy Manuel, Adam Uecker, Rod Chisholm, and Alicia Cole.

How can I contact Sam Green, Aif®?

You can use AeroLeads to view verified contact signals for Sam Green, Aif® at Upstream Investment Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Sam Green, Aif® attend?

Sam Green, Aif® holds Bba, Marketing from Smu Cox School Of Business.

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