Senior Associate Middle Office
Current
Jan 2024 - Present
AeroLeads people directory · profile
Samuel Moss Email & Phone Number
Middle Office Senior Associate at Parnassus Investments
at
Parnassus Investments
2 work emails found
@broadmarkasset.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Middle Office Senior Associate at Parnassus Investments
Location
San Francisco Bay Area, United States, United States
Who is Samuel Moss? Overview
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Quick answer
Samuel Moss is listed as Middle Office Senior Associate at Parnassus Investments at Parnassus Investments, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at broadmarkasset.com and a matched LinkedIn profile for Samuel Moss.
Samuel Moss previously worked as Senior Associate Middle Office at Parnassus Investments and Investment Operations Associate at Broadmark Asset Management Llc. Samuel Moss holds Bachelor’S Degree, Business Administration And Management And Consumer Behavior from Usc Marshall School Of Business.
Company email context
Email format at Parnassus Investments
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{first_initial}{last}@broadmarkasset.com
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AeroLeads found 2 current-domain work email signals for Samuel Moss. Compare company email patterns before reaching out.
Profile bio
About Samuel Moss
I recently graduated the Marshall School of Business at the University of Southern California with a Bachelor of Science (B.S.), Business Administration degree with a concentration in Finance and a minor in Economics (May 2018). I am flexible to work in all facets of business and have an interest in finance and wealth management.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 5 others.
Current workplace
Samuel Moss's current company
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7 roles
Samuel Moss work experience
A career timeline built from the work history available for this profile.
Investment Operations Associate
Apr 2019 - Dec 2023
Asset Accountant
- Received and inputted information on orders from staff and faculty through the Marshall IT department to help keep track of assets
- Analyzed and computed Inventory counts in Microsoft Excel in order to ensure proper accounting
Jan 2016 - Jan 2018
Wealth Management And Personal Trust Intern
- Examined 200 IRA account with Trust & Estate Services and flagged 75 accounts that would be troublesome for the bank for the associates to troubleshoot.
- Organized meetings with all 115 Private Bankers to verify revenue generated from their client’s wealth plan for fiscal year 2016 in order to evaluate banker’s performance and success of wealth plan process.
- Completed various administrative tasks and interviewed all divisions to learn the different roles in the bank.
May 2017 - Aug 2017
Summer Intern
- Analyzed business and personal financial statements and tax returns to determine if client is qualified enough to receive a loan from the commercial lending bank.
- Gathered personal information from bankers for a marketing project to upload onto company’s website and provide more background and information on employees.
Jun 2016 - Aug 2016
Summer Intern
- Researched North Bay real estate market and created data base containing 2000 most important tenants in surrounding area for mailing lists.
- Researched development costs in surrounding cities and created calculation spreadsheet to determine development impact fees for industrial, office, and commercial buildings for nearby markets.
May 2016 - Aug 2016
Associate
- Demonstrated superior strength in customer service by consistently displaying friendly client interactions
- Balanced multiple tasks including order taking, cleaning dishes, stocking grills, and receiving payments to ensure efficient and effective restaurant operations
- Planned ahead, anticipating specific needs and orders to come in order to reduce wasted inventory and customer wait time.
- Maintained a clean work environment to help ensure organization and sanitation
Jul 2013 - Aug 2015
3 education records
Samuel Moss education
Bachelor’S Degree, Business Administration And Management And Consumer Behavior
Usc Marshall School Of Business
Business Administration
Santa Monica College
High School, Undeclared
Marin Catholic High School
FAQ
Frequently asked questions about Samuel Moss
Quick answers generated from the profile data available on this page.
What company does Samuel Moss work for?
Samuel Moss works for Parnassus Investments.
What is Samuel Moss's role at Parnassus Investments?
Samuel Moss is listed as Middle Office Senior Associate at Parnassus Investments at Parnassus Investments.
What is Samuel Moss's email address?
AeroLeads has found 2 work email signals at @broadmarkasset.com for Samuel Moss at Parnassus Investments.
Where is Samuel Moss based?
Samuel Moss is based in San Francisco Bay Area, United States, United States while working with Parnassus Investments.
What companies has Samuel Moss worked for?
Samuel Moss has worked for Parnassus Investments, Broadmark Asset Management Llc, Usc Marshall School Of Business, Union Bank, and Presidio Bank.
How can I contact Samuel Moss?
You can use AeroLeads to view verified contact signals for Samuel Moss at Parnassus Investments, including work email, phone, and LinkedIn data when available.
What schools did Samuel Moss attend?
Samuel Moss holds Bachelor’S Degree, Business Administration And Management And Consumer Behavior from Usc Marshall School Of Business.
What skills is Samuel Moss known for?
Samuel Moss is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Research, and Social Media.
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