Senior Associate, Foundation & Institutional Advisory Services
Current
Dec 2024 - Present
AeroLeads people directory · profile
Sammy Marcus Email & Phone Number
Senior Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management
at
Bernstein Private Wealth Management
1 work email found
@bernstein.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management
Location
Teaneck, New Jersey, United States
Who is Sammy Marcus? Overview
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Quick answer
Sammy Marcus is listed as Senior Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management at Bernstein Private Wealth Management, based in Teaneck, New Jersey, United States. AeroLeads shows a work email signal at bernstein.com and a matched LinkedIn profile for Sammy Marcus.
Sammy Marcus previously worked as Senior Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management and Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management. Sammy Marcus holds Bachelor Of Arts (B.A.), Political Science And Government from Yeshiva University.
Company email context
Email format at Bernstein Private Wealth Management
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{first_initial}{last}@bernstein.com
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AeroLeads found 1 current-domain work email signal for Sammy Marcus. Compare company email patterns before reaching out.
Profile bio
About Sammy Marcus
Recent graduate with a passion for identifying and implementing operational improvements and efficiencies, research and analysis, and building strong client relationships.
Listed skills include Microsoft Office, Research, Project Management, Event Planning, and 17 others.
Current workplace
Sammy Marcus's current company
Company context helps verify the profile and gives searchers a useful next step.
Bernstein Private Wealth Management
AeroLeads page
11 roles
Sammy Marcus work experience
A career timeline built from the work history available for this profile.
Associate, Foundation & Institutional Advisory Services
Current
Nov 2024 - Present
Private Wealth Associate
Current
Feb 2022 - Present
Private Wealth Coordinator
Oct 2019 - Mar 2022
Teen Activities Director
- Lead weekly services for over 30 teens, delegating portions of the service and encouraging participation
- Create and fundraise for various events such as weekly religious services and community service missions
Aug 2016 - Oct 2019
Client Service Associate
L'Epoque D'Or
- Implementing and managing streamlined inventory system that increased speed and accuracy
- Launching and managing Instagram account, and quickly growing following
- Representing business at trade shows throughout the US, creating and managing relationships with clients
May 2016 - Oct 2019
Client Service Officer
- Downsized as part of department restructuring
- Provided technical, procedural, and operational support for banking needs of over 30 large to midsize commercial clients
- Utilized foreign exchange practices to execute international currency wire transfers with bank traders
- Improved service quality of the bank and increased business leads by exhibiting an expertise of the bank’s services and offerings
Jan 2019 - Mar 2019
Chapter Director
Ncsy
- Coordinated and led weekly educational workshops
- Organized and marketed informal educational retreats for over 150 participants
- Recruited students across the tri-state area for summer enrichment programs taking place in the United States, Europe, and Israel
Sep 2017 - Nov 2018
Operations Analyst
Dual Fuel Corp
- Prepared budgets for residential and commercial Oil-to-Gas conversions ranging in value from $50,000 to over $1.5 Million
- Assigned tasks to field employees per contract specifications and reviewed completed projects for quality
- Implemented Slack communications software for streamlined communications between HQ and field
Jun 2018 - Aug 2018
Summer Legal Intern
Supreme Court, Bronx County
- Led team of interns in accomplishing projects such as assessments of motion filings in consultation with the New York Civil Practice Law and Rules book and presenting legal conclusions to Justice Danziger
- Attended judicial proceedings and preliminary, compliance, and settlement conferences.
Jun 2017 - Aug 2017
Membership Operations Intern
Congregation Magen David Of Manhattan
- Managed client relations work of a 300 person membership
- Streamlined newly operational online membership sign-up and payment system processes
- Coordinated fundraising events for over 150 attendees
Jun 2016 - Jul 2016
2 education records
Sammy Marcus education
Bachelor Of Arts (B.A.), Political Science And Government
Yeshiva University
Education record
Sar High School
FAQ
Frequently asked questions about Sammy Marcus
Quick answers generated from the profile data available on this page.
What company does Sammy Marcus work for?
Sammy Marcus works for Bernstein Private Wealth Management.
What is Sammy Marcus's role at Bernstein Private Wealth Management?
Sammy Marcus is listed as Senior Associate, Foundation & Institutional Advisory Services at Bernstein Private Wealth Management at Bernstein Private Wealth Management.
What is Sammy Marcus's email address?
AeroLeads has found 1 work email signal at @bernstein.com for Sammy Marcus at Bernstein Private Wealth Management.
Where is Sammy Marcus based?
Sammy Marcus is based in Teaneck, New Jersey, United States while working with Bernstein Private Wealth Management.
What companies has Sammy Marcus worked for?
Sammy Marcus has worked for Bernstein Private Wealth Management, Riverdale Jewish Center, L'Epoque D'Or, Bank Leumi Usa, and Ncsy.
How can I contact Sammy Marcus?
You can use AeroLeads to view verified contact signals for Sammy Marcus at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sammy Marcus attend?
Sammy Marcus holds Bachelor Of Arts (B.A.), Political Science And Government from Yeshiva University.
What skills is Sammy Marcus known for?
Sammy Marcus is listed with skills including Microsoft Office, Research, Project Management, Event Planning, Nonprofit Organizations, Strategic Planning, Trade Shows, and Microsoft Powerpoint.
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