Samuel Pun Email and Phone Number
Samuel Pun work email
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Samuel Pun personal email
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Samuel Pun is a Director at Freestone Capital Management. He possess expertise in financial analysis, banking, portfolio management, investments, equities and 7 more skills.
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DirectorFreestone Capital ManagementCalifornia, United States -
Member - Board Of DirectorsCommunity Foundation Santa Cruz County Feb 2024 - PresentSanta Cruz, California, United StatesMember of Finance and Investments Committee -
DirectorFreestone Capital Management May 2019 - PresentSan Francisco Bay AreaAs a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
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Vice President, Board Of DirectorsFamily Services Agency Of The Central Coast Sep 2017 - PresentSanta Cruz, Ca
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Client Relations ManagerScharf Investments Mar 2017 - May 2019
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Associate Director, Client Service ManagerSonen Capital Jan 2014 - Aug 2016San Francisco -
Registered Client Service AssociateUbs Financial Services Inc. - Ubs International Dec 2009 - Jan 2014 -
Relationship Service Manager - International Private BankBank Of America Oct 2006 - Jan 2009International Private Bank - San Francisco, Ca
Samuel Pun Skills
Samuel Pun Education Details
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M.S. - Financial Analysis -
B.A. International Relations
Frequently Asked Questions about Samuel Pun
What company does Samuel Pun work for?
Samuel Pun works for Freestone Capital Management
What is Samuel Pun's role at the current company?
Samuel Pun's current role is Director.
What is Samuel Pun's email address?
Samuel Pun's email address is sp****@****ail.com
What schools did Samuel Pun attend?
Samuel Pun attended University Of San Francisco, University Of California, Davis.
What skills is Samuel Pun known for?
Samuel Pun has skills like Financial Analysis, Banking, Portfolio Management, Investments, Equities, Series 7, Fixed Income, Hedge Funds, Derivatives, Alternative Investments, Financial Modeling, Bloomberg.
Who are Samuel Pun's colleagues?
Samuel Pun's colleagues are Channing Baker, Robin Larsen, Alicia R., Nicole Frontella, Susan True, Amy Charles, Abbey Ohtake.
Not the Samuel Pun you were looking for?
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Samuel Pun
Senior Manager - Product Specialist | Market Data | Valuations Control - Ipv | Multi-Asset | Derivatives Valuations | Ifrs 13 & Prudent Valuation SpecialistLondon1commerzbank.com -
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Samuel Pun
Hong Kong
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