Samuel Meyer Email & Phone Number
Who is Samuel Meyer? Overview
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Samuel Meyer is listed as Organizational and Economic Development Facilitator at Peace Corps, a company with 10 employees, based in Venice, Florida, United States. AeroLeads shows a matched LinkedIn profile for Samuel Meyer.
Samuel Meyer previously worked as Client Relationship Manager at Fourthought Private Wealth (Fourthought Financial, Llc) and Private Wealth Apprenticeship at Fourthought Private Wealth (Fourthought Financial, Llc). Samuel Meyer holds Bachelor'S Degree, Political Science And Government, 3.8 Gpa - Magna Cum Laude from Florida Gulf Coast University.
Email format at Peace Corps
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About Samuel Meyer
I am a bright, quick-learning, sales-oriented individual with excellent listening skills, a focus on detail, and an eye for profit. A recent Magna Cum Laude graduate from Florida Gulf Coast University, I have earned a Bachelor's Degree in Political Science with a focus on International Relations. Transitioning into the finance sector, I have successfully applied my analytical skills and thorough understanding of global dynamics in my roles as an intern and now as a Client Relationship Manager at FourThought Private Wealth. My experiences have honed my ability to work effectively both independently and as part of a team, while always maintaining an unwavering commitment to client needs and company goals. With a good ability to connect with people and a passion for finance, I look forward to continuing my journey in the finance industry.
Samuel Meyer's current company
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Samuel Meyer work experience
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Client Relationship Manager
Current- Collaborate with advisors and support teams on client service, investment managers, and account administration.
- Cultivate and strengthen client relationships, ensuring their financial goals and objectives are consistently met.
- Assist with internal teams of tax, estate, and investment professionals to help assist advisors in designing holistic strategies tailored to individual needs.
- Monitor and rebalance client portfolios to maintain alignment with established investment policies and risk profiles.
Private Wealth Apprenticeship
- Optimized firm wide processes and workflows, resulting in operational efficiencies and improved client service turnaround times.
- Conducted monthly compliance audits, ensuring 100% adherence to industry regulations and firm polices.
- Performed Investment research and analysis, conducted portfolio analytics and implementation, and assisted with the development and execution of portfolio strategies.
Private Wealth Summer Intern
- Participation in the investment management committee regarding investment strategy and client portfolio structuring.
- Assisted research analyst team with portfolio management and investment research.
- Worked closely with the financial planning team in preparing and altering client financial plans.
Congressional Internship For Congressman Byron Donalds (Fl-19)
- Analyzed local and national economic and political issues, providing insights that informed the congressman’s policy positions and legislative priorities.
- Managed and responded to constituent inquiries and concerns, ensuring effective communication and engagement between the congressman's office and the local community.
- Collaborated with local organizations and stakeholders to organize events and initiatives, promoting awareness and discussion on current key issues.
Colleagues at Peace Corps
Other employees you can reach at fourthoughtpw.com. View company contacts for 10 employees →
Kelly Wensley
Colleague at Peace Corps
Nokomis Beach, Florida, United States, United States
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LC
Larry Cuervo Jr. Cfp®
Colleague at Peace Corps
Sarasota, Florida, United States, United States
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ID
Igor Didyk
Colleague at Peace Corps
North Port-Sarasota Area, United States
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DG
Donna Guinta
Colleague at Peace Corps
Venice, Florida, United States, United States
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AF
Alet Filmalter
Colleague at Peace Corps
Fort Pierce, Florida, United States, United States
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PN
Patty Nogalski
Colleague at Peace Corps
Port Charlotte, Florida, United States, United States
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RM
Ryan Mccormack
Colleague at Peace Corps
Venice, Florida, United States, United States
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CL
Christopher L. Fagley, Cfp®
Colleague at Peace Corps
Philadelphia, Pennsylvania, United States, United States
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BP
Brad Patton - Financial Planner At Fourthought Private Wealth - Cfp®, Chfc®, Cws®, Crpc®, Aams®
Colleague at Peace Corps
North Port-Sarasota Area, United States
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BK
Brett Keyso
Colleague at Peace Corps
Venice, Florida, United States, United States
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Samuel Meyer education
Bachelor'S Degree, Political Science And Government, 3.8 Gpa - Magna Cum Laude
Bachelor'S Degree, Political Science International Relations
Frequently asked questions about Samuel Meyer
Quick answers generated from the profile data available on this page.
What company does Samuel Meyer work for?
Samuel Meyer works for Peace Corps.
What is Samuel Meyer's role at Peace Corps?
Samuel Meyer is listed as Organizational and Economic Development Facilitator at Peace Corps.
Where is Samuel Meyer based?
Samuel Meyer is based in Venice, Florida, United States while working with Peace Corps.
What companies has Samuel Meyer worked for?
Samuel Meyer has worked for Peace Corps, Fourthought Private Wealth (Fourthought Financial, Llc), and U.S. House Of Representatives.
Who are Samuel Meyer's colleagues at Peace Corps?
Samuel Meyer's colleagues at Peace Corps include Kelly Wensley, Larry Cuervo Jr. Cfp®, Igor Didyk, Donna Guinta, and Alet Filmalter.
How can I contact Samuel Meyer?
You can use AeroLeads to view verified contact signals for Samuel Meyer at Peace Corps, including work email, phone, and LinkedIn data when available.
What schools did Samuel Meyer attend?
Samuel Meyer holds Bachelor'S Degree, Political Science And Government, 3.8 Gpa - Magna Cum Laude from Florida Gulf Coast University.
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