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Samuel Franklin Email & Phone Number
VP Alternatives Client Advisor
at
Neuberger Berman
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✓ Verified May 2026
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Current company
Role
VP Alternatives Client Advisor
Location
Atlanta Metropolitan Area, United States, United States
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Who is Samuel Franklin? Overview
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Samuel Franklin is listed as VP Alternatives Client Advisor at Neuberger Berman, a company with 4764 employees, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Samuel Franklin.
Samuel Franklin previously worked as Private Markets Specialist at Invesco Us and Regional Advisor Consultant at Invesco Us. Samuel Franklin holds Bachelor Of Business Administration - Bba from Georgia State University.
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Neuberger Berman
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About Samuel Franklin
Samuel Franklin is a VP Alternatives Client Advisor at Neuberger Berman.
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Samuel Franklin's current company
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7 roles
Samuel Franklin work experience
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Private Markets Specialist
Current-Subject Matter Expert on 1031 Exchange program and DST offerings-Attend and speak at industry events to educate advisors and build brand awareness-Pursue Platform Placement in tandem with Strategic Accounts and present to DD officers of Wirehouses, IBDs and RIAs-Travel with Wholesalers into the field and conduct roadshows to drive sales-Design and Build.
Feb 2023 - Present
Regional Advisor Consultant
- Gained access to multiple target ($1B+ AUM) teams through referrals, bottom up relationship building (starting with junior advisors/analysts and working up to eventual decision makers) and polite persistence- Presented to UHNW and Institutional teams conducting due diligence on allocations ranging up to $200+MM- Consulted on broad range of strategies.
Jul 2020 - Feb 2023
Associate Vice President
PCS is a third party distributor that raises capital for REITs, Oil and Gas and BDCs via alternative investment offerings.- Internal Wholesaler of the Year 2019- Led the company in New Producer count - number of advisors who were first time users of PCS offerings- Represented the distributor at Conferences, Due Diligence Meetings, and Property Tours- Held.
Oct 2018 - Jul 2020
Outside Sales - Georgia
While at WayPoint I was responsible for sales of both software and hardware controlling the automation of energy management systems for commercial/industrial buildings.- Sourced and closed 4 new regional accounts through referrals while managing 20+ existing regional accounts- Promoted within 9 months from regional accounts to major accounts- Inherited 12.
Jun 2017 - Oct 2018
Financial Advisor
- Exceeded annual YoY revenue growth targets ($200k), Net New Assets ($250K/month) and net new account (3/month) targets- Sourced new relationships through cold-calling, networking, LinkedIn and word of mouth- Brought 3+ new prospects every month to firm-hosted educational seminars- Hosted client events (dinners, sports outings, tours of local.
Dec 2013 - May 2017
Associate Financial Representative
- Made cold calls: 25+ contacts (actual conversations) per day- Nine (9) consecutive months of at least one (1) net new insurance policy per week- Prepared analysis based on income, liabilities, family situation to determine coverage needs- Acted as client advocate, ensured applications, medicals etc. arrived quickly and complete
Jan 2013 - Nov 2013
1 education record
Samuel Franklin education
FAQ
Frequently asked questions about Samuel Franklin
Quick answers generated from the profile data available on this page.
What company does Samuel Franklin work for?
Samuel Franklin works for Neuberger Berman.
What is Samuel Franklin's role at Neuberger Berman?
Samuel Franklin is listed as VP Alternatives Client Advisor at Neuberger Berman.
Where is Samuel Franklin based?
Samuel Franklin is based in Atlanta Metropolitan Area, United States, United States while working with Neuberger Berman.
What companies has Samuel Franklin worked for?
Samuel Franklin has worked for Neuberger Berman, Invesco Us, Preferred Capital Securities, Llc, Waypoint Systems, Inc., and Merrill Lynch Wealth Management, Bank Of America Corporation.
How can I contact Samuel Franklin?
You can use AeroLeads to view verified contact signals for Samuel Franklin at Neuberger Berman, including work email, phone, and LinkedIn data when available.
What schools did Samuel Franklin attend?
Samuel Franklin holds Bachelor Of Business Administration - Bba from Georgia State University.
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