Sam Brick Email & Phone Number

Chicago, Il, Us

New York City, New York, Us

New York City, New York, Us

Jefferies Private Wealth Management provides full-service investment solutions for entrepreneurs, high-net-worth individuals, families and their companies. This includes tax-exempt entities such as foundations and endowments where we may serve in an advisory or consultative role. Jefferies PWM offers individualized, innovative solutions for our clients, including discretionary and open architecture asset management, giving our clients access to the most attractive independent managers and investment products in the markets today. Additionally, as a division of Jefferies, we bring the Firm’s complete institutional capabilities to our wealth management clients, including Jefferies’ world-renowned sales & trading platform. Our goal is to deliver the best continual service via our highly experienced wealth management team.Jefferies LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Jefferies LLC will not accept purchase or sale orders via LinkedIn or its messaging systems and is not responsible for content posted by third-parties. Jefferies LLC does not provide tax or legal service – please consult a tax advisor.

New York, Ny, Us

- Serve as lead contact for $1.13T AUM mutual funds division to retail & institutional clients by processing trades, account management, and providing portfolio insights - Manage Traditional & Roth IRAs, non-qualified investment accounts, and 529 College Savings Plans for 50+ clients on a daily basis- Provide detailed analysis on of the 87 mutual funds offered such as investment strategies, fund objectives, portfolio allocation, and performance metrics

Dayton, Ohio, Us

- Provided in-depth analysis of financial statements to Divisional Presidents and management which led to record yearly revenue of $1.5M- Delegated projects to team members detailing profitability; spanning 11 divisions

Dayton, Ohio, Us

- Managed and increased revenue by 25% at the largest division of Flyer Enterprises - Prepared monthly, semester, and yearlong financial budget and actual expense comparison- Generated financial forecasts to assist with everyday operations, as well as pay invoices & sales tax- Created and initiated seasonal marketing promotions using profit-margin analysis that decreased cost of goods sold by 11%

Cleveland , Ohio, Us

- Analyzed insurance contracts & policies to manage risk exposure for bank with $140B AUM- Performed due diligence between KeyBank & over 100 clients regarding insurance requirements- Created cost-benefit analysis regarding insurance claims on company properties - Identified and evaluated risks and challenges associated with changes in operations- Gained expertise to Operational Risk Management relating to the processed and functions of banking, owning & leasing various properties, and insuring financial institutions & assets

Bachelor'S Degree, Finance

Education record