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Samuel Racko Email & Phone Number
Co-Founder
at
Clearflo AI
1 work email found
@td.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Who is Samuel Racko? Overview
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Quick answer
Samuel Racko is listed as Co-Founder at Clearflo AI, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Samuel Racko.
Samuel Racko previously worked as Client Success Manager at Morgan Stanley and Investment Specialist at Bmo Wealth Management - Canada. Samuel Racko holds Bachelor Of Business Administration - Bba, Finance, General, 3.6 from Southern Alberta Institute Of Technology (Sait).
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Email format at Clearflo AI
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{first}.{last}@td.com
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Profile bio
About Samuel Racko
Managing corporate clients for Morgan Stanley in the WM division, specializing in the US Public markets. IIROC Licensed to trade retail, options & derivatives in all provinces of Canada.Completed a Bachelor of Business Administration Degree in 2020, focusing in marketing and finance. Entered the banking industry in 2018 with a customer service representative role and took an interest in the Canadian securities Industry. To date, worked with 3 of the 5 major Canadian banks and active in furthering my education and career. Credentials include, the Canadian Securities Course (CSC), passed while working as a banking advisor for RBC. To further expand my knowledge, the Conduct and practices Handbook (CPH) and Derivatives Fundamentals and Options Licensing Course (DFOL) was secured. These certifications combined with my current role has promoted me to be licensed as an Investment Representative (IR) under the Investment Industry Regulatory Organization of Canada (IIROC).Recently passed the first level at the Institute of Trading and Portfolio Management. The advanced course allowed me to perform distribution of return and absolute total return analysis across asset classes.As well as the ability to assess risk and opportunity in various assets and calculate realized and implied volatility. I have passed the final with distinction.
Current workplace
Samuel Racko's current company
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6 roles
Samuel Racko work experience
A career timeline built from the work history available for this profile.
Client Success Manager
CurrentInstitutional corporate services in the US Public Market
Aug 2023 - Present
Investment Specialist
- Advised accredited investors and professional corporations on wealth and investment strategies, introduced appropriate products that met individual’s objectives while ensuring client retention.- Executed trade orders and asset movements for clients, including equity, fixed income, forex, options and OTC derivative securities, in accordance with IIROC.
Apr 2022 - Aug 2023
Banking Advisor
- Managed new and existing personal and small business accounts with onboarding, product education, facilitating transactions and referrals for sale opportunities to appropriate departments.- Consistently sourced $2M of outside client money each quarter into the organization, successfully reaching the short term and annual sale targets ($8M annually)..
May 2021 - Feb 2022
Customer Experience Associate
- Promoted retail banking services based on personal or business needs, driving sale opportunities and referrals to wealth division and commercial banking services, generating $250k per quarter.- Oversaw daily cash movements and internal auditing, including deposits, foreign currencies, ledger balance management, security orders and compliance with.
Apr 2019 - May 2021
Marketing Director
Initially started as a university project, PR Group marketing launched summer 2017 with business partner Arman Ghanbari, (the company was re-branded to Racko Consulting in late 2019).Personally created over a dozen large client contracts and worked with the Calgary Small Business Organization to educate start-ups on the power of social media.The main.
Jun 2017 - Sep 2018
1 education record
Samuel Racko education
FAQ
Frequently asked questions about Samuel Racko
Quick answers generated from the profile data available on this page.
What company does Samuel Racko work for?
Samuel Racko works for Clearflo AI.
What is Samuel Racko's role at Clearflo AI?
Samuel Racko is listed as Co-Founder at Clearflo AI.
What is Samuel Racko's email address?
AeroLeads has found 1 work email signal at @td.com for Samuel Racko at Clearflo AI.
Where is Samuel Racko based?
Samuel Racko is based in Calgary, Alberta, Canada while working with Clearflo AI.
What companies has Samuel Racko worked for?
Samuel Racko has worked for Clearflo Ai, Morgan Stanley, Bmo Wealth Management - Canada, Rbc, and Td.
How can I contact Samuel Racko?
You can use AeroLeads to view verified contact signals for Samuel Racko at Clearflo AI, including work email, phone, and LinkedIn data when available.
What schools did Samuel Racko attend?
Samuel Racko holds Bachelor Of Business Administration - Bba, Finance, General, 3.6 from Southern Alberta Institute Of Technology (Sait).
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