Samuel Meyer

Samuel Meyer Email and Phone Number

Organizational and Economic Development Facilitator @ Peace Corps
Venice, FL, US
Samuel Meyer's Location
Venice, Florida, United States, United States
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 Details
Peace Corps

Peace Corps

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Organizational and Economic Development Facilitator
Venice, FL, US
Employees:
10
Samuel Meyer Work Experience Details
  • Peace Corps
    Organizational And Economic Development Facilitator
    Peace Corps
    Venice, Fl, Us
  • Fourthought Private Wealth (Fourthought Financial, Llc)
    Client Relationship Manager
    Fourthought Private Wealth (Fourthought Financial, Llc) May 2023 - Present
    Venice, Florida, United States
    • 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.
  • Fourthought Private Wealth (Fourthought Financial, Llc)
    Private Wealth Apprenticeship
    Fourthought Private Wealth (Fourthought Financial, Llc) Aug 2021 - May 2023
    Venice, Florida, United States
    • 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.
  • Fourthought Private Wealth (Fourthought Financial, Llc)
    Private Wealth Summer Intern
    Fourthought Private Wealth (Fourthought Financial, Llc) May 2021 - Aug 2021
    Venice, Florida, United States
    • 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.
  • U.S. House Of Representatives
    Congressional Internship For Congressman Byron Donalds (Fl-19)
    U.S. House Of Representatives Jan 2023 - Mar 2023
    Naples, Florida, United States
    • 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.

Samuel Meyer Education Details

Frequently Asked Questions about Samuel Meyer

What company does Samuel Meyer work for?

Samuel Meyer works for Peace Corps

What is Samuel Meyer's role at the current company?

Samuel Meyer's current role is Organizational and Economic Development Facilitator.

What schools did Samuel Meyer attend?

Samuel Meyer attended Florida Gulf Coast University, Università Degli Studi Di Macerata.

Who are Samuel Meyer's colleagues?

Samuel Meyer's colleagues are Patty Nogalski, Donna Guinta, Scott Pinkerton - Financial Planner At Fourthought Private Wealth, Cfp®, Cima®, Cpwa®, Aif®, Ryan Mccormack, Larry Cuervo Jr. Cfp®, Alet Filmalter, Kelly Wensley.

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