Sam Rouman
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Sam Rouman Email & Phone Number

Adjunct Instructor - Finance at University of St. Thomas
Location: Greater Minneapolis-St. Paul Area, United States, United States 14 work roles 4 schools
2 work emails found @bergankdv.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email s****@bergankdv.com
LinkedIn Profile matched
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Current company
University of St. Thomas
Role
Adjunct Instructor - Finance
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
60 employees

Who is Sam Rouman? Overview

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Quick answer

Sam Rouman is listed as Adjunct Instructor - Finance at University of St. Thomas, a company with 60 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at bergankdv.com and a matched LinkedIn profile for Sam Rouman.

Sam Rouman previously worked as Senior Wealth Advisor at Iht Wealth Management and Chief Planning Officer, Senior Wealth Advisor at Bergankdv Wealth Management, Llc. Sam Rouman holds Mba, Marketing from University Of St. Thomas - Opus College Of Business.

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Email format at University of St. Thomas

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{first}.{last}@bergankdv.com
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Profile bio

About Sam Rouman

My professional mission is to empower individuals and families to achieve financial success and security through personalized and strategic wealth management. I am committed to understanding each client's unique aspirations, providing expert guidance, and delivering tailored solutions that foster long-term prosperity. With integrity, transparency, and a dedication to excellence, I strive to build lasting relationships based on trust and collaboration. My goal is to be a trusted partner for each client's financial journey, helping them navigate the complexities of wealth management with confidence and peace of mind.

Listed skills include Retirement Planning, Wealth Management, Financial Planning, Investment Management, and 26 others.

Current workplace

Sam Rouman's current company

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University of St. Thomas
University Of St. Thomas
Adjunct Instructor - Finance
Minneapolis, MN, US
Website
ihtwealthmanagement.com
Employees
60
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Company profile
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14 roles · 41 years

Sam Rouman work experience

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

Senior Wealth Advisor

Current
Iht Wealth Management

Edina, Minnesota, United States

My professional mission is to empower individuals and families to achieve financial success and security through personalized and strategic wealth management. I am committed to understanding each client's unique aspirations, providing expert guidance, and delivering tailored solutions that foster long-term prosperity. With integrity, transparency, and a.

Jan 2024 - Present

Adjunct Instructor - Finance

Current
University Of St. Thomas

Adjunct Instructor - Opus College of Business

Sep 2021 - Present

Chief Planning Officer, Senior Wealth Advisor

Bergankdv Wealth Management, Llc

Minneapolis

Jun 2018 - Jan 2024

Senior Wealth Advisor

Bergankdv Wealth Management, Llc

Minneapolis

At BerganKDV Wealth Management, we help our clients accumulate, protect, and distribute their assets in accordance with their wishes. We do this by marrying the disciplines of investment management, tax planning and strategy, risk management, and estate planning. We are fundamental investors, forward-thinking CPAs and creative risk and estate planners. Our.

Aug 2014 - Jan 2024

Advisor

Vector Wealth Management
Nov 2004 - Aug 2012

Vice President

Shenehon Company

Prepared professional valuations and market analysis of business enterprises and intangible property rights. Appraisal assignments involved professional practices, service businesses, retail businesses, manufacturing concerns, leasehold interests, minority interests, and limited partnerships.

Oct 2002 - Nov 2004

Product Manager

Hartford
1992 - 1996 ~4 yrs
Team & coworkers

Colleagues at University of St. Thomas

Other employees you can reach at ihtwealthmanagement.com. View company contacts for 60 employees →

DB Dave Bakker Dave Bakker Colleague at University Of St. ThomasSt Paul, Minnesota, United States, United States View → RP Randy Powell, Chfc® Randy Powell, Chfc® Colleague at University Of St. ThomasKansas City Metropolitan Area, United States View → MF Marilyn Friedman Marilyn Friedman Colleague at University Of St. ThomasGreater Chicago Area, United States View → JS Jeff St. John Jeff St. John Colleague at University Of St. ThomasGreater Chicago Area, United States View → FM Fawn M. Lane Fawn M. Lane Colleague at University Of St. ThomasLutz, Florida, United States, United States View → RR Richard Rohlfing Richard Rohlfing Colleague at University Of St. ThomasSt Charles, Illinois, United States, United States View → JN Jay N. Warren, Ricp Jay N. Warren, Ricp Colleague at University Of St. ThomasNorthbrook, Illinois, United States, United States View → BG Brian Gaffney Brian Gaffney Colleague at University Of St. ThomasBraintree, Massachusetts, United States, United States View → CS Chad Sewell Cfp® Chad Sewell Cfp® Colleague at University Of St. ThomasGreater Phoenix Area, United States View → SK Steve Kellar, Cfp® Steve Kellar, Cfp® Colleague at University Of St. ThomasChicago, Illinois, United States, United States View →
4 education records

Sam Rouman education

Clu, Chfc, Financial Services

The American College

Activities and Societies: Chartered Financial Consultant Chartered Life Underwriter

Ba, Psychology

University Of Michigan

Activities and Societies: Michigan Marching Band -1981 Michigan Rowing Club - 1983 - 1985

Education record

Mt. Pleasant High School
FAQ

Frequently asked questions about Sam Rouman

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

What company does Sam Rouman work for?

Sam Rouman works for University of St. Thomas.

What is Sam Rouman's role at University of St. Thomas?

Sam Rouman is listed as Adjunct Instructor - Finance at University of St. Thomas.

What is Sam Rouman's email address?

AeroLeads has found 2 work email signals at @bergankdv.com for Sam Rouman at University of St. Thomas.

Where is Sam Rouman based?

Sam Rouman is based in Greater Minneapolis-St. Paul Area, United States, United States while working with University of St. Thomas.

What companies has Sam Rouman worked for?

Sam Rouman has worked for University Of St. Thomas, Iht Wealth Management, Bergankdv Wealth Management, Llc, Accredited Investors, Inc., and Vector Wealth Management.

Who are Sam Rouman's colleagues at University of St. Thomas?

Sam Rouman's colleagues at University of St. Thomas include Dave Bakker, Randy Powell, Chfc®, Marilyn Friedman, Jeff St. John, and Fawn M. Lane.

How can I contact Sam Rouman?

You can use AeroLeads to view verified contact signals for Sam Rouman at University of St. Thomas, including work email, phone, and LinkedIn data when available.

What schools did Sam Rouman attend?

Sam Rouman holds Mba, Marketing from University Of St. Thomas - Opus College Of Business.

What skills is Sam Rouman known for?

Sam Rouman is listed with skills including Retirement Planning, Wealth Management, Financial Planning, Investment Management, Portfolio Management, Estate Planning, Investments, and Financial Advisory.

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