Samuel Moss Email and Phone Number
Samuel Moss work email
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Samuel Moss personal email
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.
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Senior Associate Middle OfficeParnassus Investments Jan 2024 - PresentSan Francisco, Ca, Us
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Investment Operations AssociateBroadmark Asset Management Llc Apr 2019 - Dec 2023San Francisco, California, Us -
Asset AccountantUsc Marshall School Of Business Jan 2016 - Jan 2018Los Angeles, Ca, Us• 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 -
Wealth Management And Personal Trust InternUnion Bank May 2017 - Aug 2017San Francisco, Ca, Us• 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. -
Summer InternPresidio Bank Jun 2016 - Aug 2016San Francisco, Ca, Us• 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. -
Summer InternCushman & Wakefield - Formerly Dtz May 2016 - Aug 2016Chicago, Illinois, Us• 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. -
AssociateIn-N-Out Burger Jul 2013 - Aug 2015Irvine, Ca, Us• 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
Samuel Moss Skills
Samuel Moss Education Details
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Usc Marshall School Of BusinessBusiness Administration And Management And Consumer Behavior -
Santa Monica CollegeBusiness Administration
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Marin Catholic High SchoolUndeclared
Frequently Asked Questions about Samuel Moss
What company does Samuel Moss work for?
Samuel Moss works for Parnassus Investments
What is Samuel Moss's role at the current company?
Samuel Moss's current role is Middle Office Senior Associate at Parnassus Investments.
What is Samuel Moss's email address?
Samuel Moss's email address is sm****@****set.com
What schools did Samuel Moss attend?
Samuel Moss attended Usc Marshall School Of Business, Santa Monica College, Marin Catholic High School.
What skills is Samuel Moss known for?
Samuel Moss has skills like Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Leadership, Powerpoint, Research, Social Media, Public Speaking.
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