Samuel Lees, Cfa Email & Phone Number

Denver, Colorado, United States

Greater Denver Area

Provide 401(k) and other retirement savings vehicle solutions to a range of businesses - from startup to $50MM plans. Partner and collaborate with external partners to develop, implement and execute a plan to efficiently and effectively manage, service and grow advisor base while juggling and prioritizing multiple tasks. Consult with Financial Advisors to analyze and determine optimal investment selection through analysis of various metrics.Accomplishments include:• Invited to… Show more Provide 401(k) and other retirement savings vehicle solutions to a range of businesses - from startup to $50MM plans. Partner and collaborate with external partners to develop, implement and execute a plan to efficiently and effectively manage, service and grow advisor base while juggling and prioritizing multiple tasks. Consult with Financial Advisors to analyze and determine optimal investment selection through analysis of various metrics.Accomplishments include:• Invited to Transamerica Top Trip annually from 2017 through 2020 and recognized as a leader and top representative on the sales team• Only Mid Market retirement team to consistently sell $200MM in plan assets and to reach $300MM in sales in a year• Envisioned and developed mutual fund focus list template now being used as a division wide resource• Successful completion of Chartered Financial Analyst designation program in 3 years while working full time Show less

Greater Denver Area

Greater Denver Area

Greater Denver Area

Greater Denver Area

Greater Denver Area

Prepared individual and corporate tax returns; Compiled data and performed procedures for regulatory compliance audits; Created cash receipts and disbursements journals; Prepared bank reconciliations; Proficient in the use of CCH's Prosystems FX Tax Software; Tracked time by individual client for billing purposes;

Designed and adapted daily tennis program to accommodate the constant change of guests; Coordinated 2 weekly tournaments and assessed player skill levels insuring they were placed with players of similar ability; Monitored inventory of tennis supplies; Received exemplary guest comments on a regular basis

Greater Denver Area

One of the main tennis professionals at small private club where primary duties included assessment of individual/group skill level to provide the appropriate level of instruction, development of personalized private lesson plans multiple times per week, and sourcing/management of personal lessons/schedule.

Mexico

Worked on land sports team organizing and participating in guest oriented events including soccer, basketball, volleyball, archery, water aerobics and archery. Provided exceptional customer experience ensuring that guests from all over the world enjoyed their stay at the resort. 6 day work week, 14 hour shift with majority of time spent with guests or performing shows geared towards guest enjoyment.Achievements:• Promoted to assistant manager of land sports within 2 months managing… Show more Worked on land sports team organizing and participating in guest oriented events including soccer, basketball, volleyball, archery, water aerobics and archery. Provided exceptional customer experience ensuring that guests from all over the world enjoyed their stay at the resort. 6 day work week, 14 hour shift with majority of time spent with guests or performing shows geared towards guest enjoyment.Achievements:• Promoted to assistant manager of land sports within 2 months managing 3 employees• Worked on team of over 90 employees to achieve rank of best Club Med resort in the North American zone Show less