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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 May 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 company 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.

Company email context

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.

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 →

CM Chris Mikolajczewski Chris Mikolajczewski Colleague at Upstream Investment Partners, Llc Crystal Lake, Illinois, United States, United States View → PJ Phillip Jackson Phillip Jackson Colleague at Upstream Investment Partners, Llc San Antonio, Texas, United States, United States View → AU Adam Uecker Adam Uecker Colleague at Upstream Investment Partners, Llc East Lansing, Michigan, United States, United States View → TP Thomas Peterson Cmfc®, Apma® Thomas Peterson Cmfc®, Apma® Colleague at Upstream Investment Partners, Llc Rockford, Illinois, United States, United States View → JO John O'Donnell John O'Donnell Colleague at Upstream Investment Partners, Llc Wheaton, Illinois, United States, United States View → LM L Mick Bishop L Mick Bishop Colleague at Upstream Investment Partners, Llc Greater Chicago Area, United States View → JG Jim Galiger Jim Galiger Colleague at Upstream Investment Partners, Llc Park Ridge, Illinois, United States, United States View → LL Leesa Lamb Leesa Lamb Colleague at Upstream Investment Partners, Llc Boerne, Texas, United States, United States View → TS Thomas Styczen Thomas Styczen Colleague at Upstream Investment Partners, Llc Lisle, Illinois, United States, United States View → AM Andrew Mussen Andrew Mussen Colleague at Upstream Investment Partners, Llc Plymouth, Michigan, United States, 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 Chris Mikolajczewski, Phillip Jackson, Adam Uecker, Thomas Peterson Cmfc®, Apma®, and John O'Donnell.

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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