Sam Taft Email & Phone Number

Washington, Dc, Us

Arlington, Virginia, United States

▪ Customer Experience & Business Trends (CXBT)

Arlington, Virginia, United States

▪ Provided financial controllership and led monthly reviews of key financial metrics, variance analysis, and business drivers with WW Ops PXT leadership teams.▪ Facilitated analytical support during strategic and financial planning cycles and partnered with stakeholders to analyze program effectiveness and return on spending.▪ Collaborated cross-functionally with leaders across the business to create efficiencies and advance key strategic initiatives.

Washington D.C. Metro Area

▪ Managed investor relationships and business development efforts for The Trust for Credit Unions, a credit union-owned institutional mutual fund family. Grew assets under management +400% since assuming business development lead. ▪ Facilitated strategic planning sessions for credit union management teams and boards of directors. ▪ Collaborated with account management, marketing, information technology, and senior stakeholders on product development initiatives. Developed business… Show more ▪ Managed investor relationships and business development efforts for The Trust for Credit Unions, a credit union-owned institutional mutual fund family. Grew assets under management +400% since assuming business development lead. ▪ Facilitated strategic planning sessions for credit union management teams and boards of directors. ▪ Collaborated with account management, marketing, information technology, and senior stakeholders on product development initiatives. Developed business plans, use-cases, go-to-market strategies, and competitive analysis frameworks to effectively align development efforts and company strategy.▪ Led team that integrated and analyzed annual, biannual, and quarterly financial, demographic, branch, and mortgage data into Callahan’s core software products. Show less

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area

Alta, Ut

▪ Delivered optimal guest dining and après ski experience at top-ranked ski lodge.

Ann Arbor, Mi

▪ Oversaw data aggregation, accuracy analysis and reporting. ▪ Organized and maintained carrier settlement operations for major hospital supply client. ▪ Optimized rates, routing, and services for counterparties in preparation of company sale.

Birmingham, Mi

▪ Authored sell-side process materials, including preliminary valuation overviews, marketing strategies, confidential information memoranda, and management presentations.▪ Developed financial models for company valuation, proposed transaction assessments, and equity investor returns analysis. ▪ Conducted research on target growth potential, market dynamics, consolidation trends, and key industry forecasts.

Detroit, Mi

▪ Analyst supporting execution of sell-side and buy-side middle market M&A engagements in a variety of process types, including broad auctions, targeted sales, selective “fire-side” chats, and preemptive negotiations.

Master Of Business Administration - Mba, Finance

Ba, Financial Economics

Activities and Societies: Mens Swimming & Diving

Education record

Activities and Societies: Varsity Swimming and Diving, Varsity Water Polo (Captain)