Sam Sellery Email and Phone Number
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Why I work: I believe that well-planned software becomes a part of us, an extension of our daily lives, helping us make bigger decisions faster and with more confidence. How I lead: I guide successful teams with organized process and outside-the-box thinking that effectively deliver business objectives by partnering with research, UX, technology, marketing and legal departments.What I do: I build digital experiences that elevate a company's expertise, deepen customer engagement, and increase client satisfaction leading to greater business results over time.My strengths: 1) empathy (for end-users and colleagues)2) vision 3) leadership 4) creativity 5) innovative thinking
First Mutual Holding Co.
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Svp, Head Of Digital Banking TechnologyFirst Mutual Holding Co. Jan 2022 - PresentLakewood, Ohio, UsThe Digital Banking organization oversees all client-facing technology for First Mutual Holding Co. and it’s affiliates. Utilizing a 'plan, build, run' model, the organization delivers the product strategy, development, delivery and support services for online banking, (retail, small business, and commercial), digital account opening, loan origination systems, payments and core banking platform. Our mission is to remove barriers that stand between our member banks and their client's financial goals by applying human-centered design (UX/UI), product creation and data automation to every layer of our technology stack. -
Sr. Digital Product Manager | Wealth ManagementKeybank Jan 2021 - Jan 2022Cleveland , Ohio, UsI led the vision, strategy, development and delivery of our digital financial planning, investment advisory and self-directed trading platform. -
Digital Product Manager | Cross-Sell PlatformsKeybank Nov 2018 - Jan 2021Cleveland , Ohio, UsI led the digital product vision, development, and delivery of our digital transformation “integrated experience” initiative which combined our retail banking and investment businesses into a single digital tool: “EasyUp.” “Easy-Up” allows clients to round-up their debit card spending to the nearest dollar, sending the ‘spare change’ to a savings, investment or loan account. I delivered the product and technical vision, business case, CapX and OpX projections, development, rollout, and support plans for “EasyUp.” Offered to 1.2M digital users, we achieved a 70,000 unit adoption rate and $10M saved within the first 6 months. -
Digital Strategy Manager | InvestmentsKeybank Aug 2017 - Nov 2018Cleveland , Ohio, UsLed the strategy, agile development, and delivery of the bank’s automated digital investment platform (Robo Advisor), which utilized a “smart” marketing model built on a data algorithm that targeted clients with a specific deposit or asset range. -
Owner | Managing Partner - Digital TechnologySellerysignals Sep 2014 - Aug 2017SellerySignals is an digital securities research platform that uses data modeling and predictive analytics to help Wealth Managers and retail traders better identify trading decisions through visual insights.
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Financial AdvisorUbs Aug 2005 - Aug 2014Zurich, ChOversaw trading models, financial planning software, and trading decisions for a $250M investment portfolio.Over the years my roles evolved from leading business development strategy to needs-based financial planning to discretionary portfolio manager. Before leaving to open my own company I was in a managerial role where I had responsibility over several direct-report staff members, both administrative and trading.
Sam Sellery Skills
Sam Sellery Education Details
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Miami UniversityB.S. Sports Leadership & Management -
Miami UniversityStudent Athlete - Baseball -
Cathedral High School
Frequently Asked Questions about Sam Sellery
What company does Sam Sellery work for?
Sam Sellery works for First Mutual Holding Co.
What is Sam Sellery's role at the current company?
Sam Sellery's current role is SVP, Head of Digital Banking Technology at First Mutual Holding Co. (Banking & Financial Services).
What is Sam Sellery's email address?
Sam Sellery's email address is sa****@****ubs.com
What is Sam Sellery's direct phone number?
Sam Sellery's direct phone number is +171681*****
What schools did Sam Sellery attend?
Sam Sellery attended Miami University, Miami University, Cathedral High School.
What skills is Sam Sellery known for?
Sam Sellery has skills like Investments, Portfolio Management, Asset Management, Leadership, Mutual Funds, Management, Public Speaking, Series 7, Strategic Planning, Finance, Customer Service, 401k.
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