Sam Beattie Email and Phone Number
Graduate from the College of Charleston, Finance major, Economics minor, Men’s division I cross country team captain.
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Business Development RepresentativeSimpro SoftwareSt. Augustine, Fl, Us -
Financial AnalystDai Securities, Llc. Oct 2024 - PresentAtlanta, Georgia, UsAs an analyst, I assist with the due diligence process, ensuring we make informed decisions on investment opportunities. Managing product onboarding is also a key focus, where I help streamline processes and enhance offerings. Additionally, I monitor investment performance, tracking the success of our strategies and provide insights for improvement.A large portion of my duties include handling investment offering materials, maintaining detailed records, and ensuring that all our marketing materials and technology platforms are accurate and up to date. My analytical skills come into play as I evaluate alternative investments and contribute to the overall investment decision-making process. -
AnalystSpacinsider.Com Apr 2021 - Jan 2023New York, Us -
Geopolitical Macroeconomic AnalystThe Prs Group Jun 2020 - Aug 2020Mount Pleasant, South Carolina, UsWriting economic reports for developed and emerging market countries highlighting overall economic performance and citing factors that contribute to (un)favorable conditions and the reasons for any divergences from previous trends -
Private Equity AnalystCollege Of Charleston Investment Program Mar 2019 - Jun 2020Charleston, South Carolina, Us -
Equity Research InternTandem Investment Advisors, Inc. Aug 2019 - Jan 2020Charleston, Sc, UsInvestigated companies that received a buy signal from Tandem's proprietary quantitative model and prepared a research report for the Investment Team. Specifically examining companies' financial statements, management teams, and business segments to discern whether they meet Tandem's fundamental investment criteria. -
Capital Markets ShadowRbc Capital Markets Jul 2019 - Jul 2019Toronto, Ontario, CaShadowing position working closely with the Director of Capital Markets and Futures sales at RBC. -
Financial Accounting InternSite Fuel, Inc. Sep 2018 - Feb 2019Assisted in accounting entries and learned how to use software such as QuickBooks. Created invoices and accounting updates for the company. Performed adjusted journal entries as well as reconciling financial data entries in excel.
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Server1 Broad Street Cafe Apr 2018 - Sep 2018
Sam Beattie Skills
Sam Beattie Education Details
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College Of Charleston School Of BusinessGeneral
Frequently Asked Questions about Sam Beattie
What company does Sam Beattie work for?
Sam Beattie works for Simpro Software
What is Sam Beattie's role at the current company?
Sam Beattie's current role is Business Development Representative.
What schools did Sam Beattie attend?
Sam Beattie attended College Of Charleston School Of Business.
What skills is Sam Beattie known for?
Sam Beattie has skills like Leadership, Strategic Planning, Microsoft Excel, Investment Strategies, Financial Analysis, Journal Entries, Invoicing, Public Speaking.
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