AeroLeads people directory · profile
Sam Oliphant, Cfp® Email & Phone Number
Research Associate and Support Advisor
at
Wallington Asset Management
1 work email found
@wallingtonasset.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Research Associate and Support Advisor
Location
Indianapolis, Indiana, United States
Company size
Who is Sam Oliphant, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sam Oliphant, Cfp® is listed as Research Associate and Support Advisor at Wallington Asset Management, a with 21 employees, based in Indianapolis, Indiana, United States. AeroLeads shows a work email signal at wallingtonasset.com and a matched LinkedIn profile for Sam Oliphant, Cfp®.
Sam Oliphant, Cfp® previously worked as Research Associate & Support Advisor at Wallington Asset Management and Service Level Support Advisor at Wallington Asset Management. Sam Oliphant, Cfp® holds Master Of Science - Ms, Finance from Indiana University - Kelley School Of Business.
Company email context
Email format at Wallington Asset Management
This section adds company-level context without repeating Sam Oliphant, Cfp®'s masked contact details.
*@wallingtonasset.com
71% confidence
AeroLeads found 1 current-domain work email signal for Sam Oliphant, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sam Oliphant, Cfp®
Sam Oliphant, Cfp® is a Research Associate and Support Advisor at Wallington Asset Management. He possess expertise in microsoft excel, microsoft access, teamwork, leadership, data analysis and 2 more skills. He is proficient in Spanish.
Listed skills include Microsoft Excel, Microsoft Access, Teamwork, Leadership, and 3 others.
Current workplace
Sam Oliphant, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wallington Asset Management
9 roles
Sam Oliphant, Cfp® work experience
A career timeline built from the work history available for this profile.
Research Associate & Support Advisor
Current
Dec 2021 - Present
Service Level Support Advisor
May 2021 - Dec 2021
Intern Associate
Helped with the transition to a new CRM system, transferring over 12,000 contacts and information from SmartOffice to RedTail. Sat in on client meetings on a variety of topics including yearly reviews, investment decisions, and more.
May 2020 - Jul 2020
Office Runner
Assited with various tasks around the office for Attorneys, Assistants, and Receptionists while being a full-time student at IU.
Aug 2019 - Mar 2020
Ebu Finance Systems Intern
Detailed documentation project of all the financial systems used by team on a daily basis. Also participated in engine reconciliation and other tasks.
May 2019 - Aug 2019
Co-Owner
University Of Mulch
Started mulching business servicing over 80 clients every summer, making $10,000 in revenue. Utilized NextDoor and Craigslist along with passing out hundreds of flyers in mailboxes to market our business.
Apr 2017 - May 2019
Intern
Worked in Spanish to improve companies website (English Version) and placement on Google Searches using SEO.
Jun 2018 - Jul 2018
Manager
Indiana Basketball Academy
Various roles including Concessions, Admissions, Coach, Trainer working way up to Manager.
Jun 2013 - May 2018
2 education records
Sam Oliphant, Cfp® education
Master Of Science - Ms, Finance
Indiana University - Kelley School Of Business
Bachelor Of Business Administration - Bba, Finance And Business Analytics
Indiana University - Kelley School Of Business
FAQ
Frequently asked questions about Sam Oliphant, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sam Oliphant, Cfp® work for?
Sam Oliphant, Cfp® works for Wallington Asset Management.
What is Sam Oliphant, Cfp®'s role at Wallington Asset Management?
Sam Oliphant, Cfp® is listed as Research Associate and Support Advisor at Wallington Asset Management.
What is Sam Oliphant, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wallingtonasset.com for Sam Oliphant, Cfp® at Wallington Asset Management.
Where is Sam Oliphant, Cfp® based?
Sam Oliphant, Cfp® is based in Indianapolis, Indiana, United States while working with Wallington Asset Management.
What companies has Sam Oliphant, Cfp® worked for?
Sam Oliphant, Cfp® has worked for Wallington Asset Management, The Wellington Group Llc, Bunger & Robertson, Cummins Inc., and University Of Mulch.
How can I contact Sam Oliphant, Cfp®?
You can use AeroLeads to view verified contact signals for Sam Oliphant, Cfp® at Wallington Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Sam Oliphant, Cfp® attend?
Sam Oliphant, Cfp® holds Master Of Science - Ms, Finance from Indiana University - Kelley School Of Business.
What skills is Sam Oliphant, Cfp® known for?
Sam Oliphant, Cfp® is listed with skills including Microsoft Excel, Microsoft Access, Teamwork, Leadership, Data Analysis, Spanish, and Sports.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial