Sam Galloway, Cfp® Email & Phone Number

Akron, Ohio

Akron, Ohio

Seattle, Washington

- Created and managed national digital marketing campaigns (Google Search, Google Shopping, and Facebook) totaling +$50k in weekly advertising spend.- Generated additional revenue streams by analyzing inefficiencies in our partners’ current marketing platform to cross-sell our solutions. - Coordinated with channel specialists to communicate the needs of the partner and ensure execution goals were met.

Portland, Oregon

- Built and maintained national sales reporting, analysis, and forecasting- Managed national sales lead assignments and ensured data integrity by analyzing Marketoand Salesforce data- Analyzed retirement fees and produced client paperwork via Excel/PowerPoint- Coordinated projects e.g. Retirement Plan Portfolio Analyses, Fee Proposals,Annual Plan Reviews, and Competitor ProfilesThe Sales Support role provided an opportunity to work in a startup culture while also having the financial backing of a large organization. As one of the initial hires to the group, this role provided multiple avenues to lead and create new procedures. I enjoyed working close to the front lines of the business and found inspiration through working in sales/marketing.Gary Peterson was my manager in the 401(k) Sales Support role and is without question one of the best individuals I have worked with and for. Gary will challenge personal and professional opinions to understand your blueprint and will coach you to find alignment with your own expectations. It is easy to understand why, in a organization with over 2k people, Gary stands out as a senior leader who attracts talent and is considered a privilege to work for.

Portland, Oregon

- Managed operations as a dedicated associate to the firm’s top five sales people andcommunicated directly via phone and email with 250 high and ultra-high net worthclients to service +$125 million in assets- Awarded “Champion of Change” for automating cost basis reporting, determining assetacceptability, and managing firm terminations through VBA in ExcelFisher Investments was an excellent place to start my career post-graduation. The Investment Associate role is a no-frills entry into personal finance and I learned a lot about time management, high pressure decision making, and effective communication. This position required verbal and written communication directly with high net-worth individuals regarding one of their most precious assets--a lifetime of savings. My success in this role allowed me to work directly with the firm's leading outside sales people and take on projects outside the scope of my typical day-to-day work.Janell Brittain was my direct manager in the Investment Associate role and I valued her calm demeanor, clear feedback, and candid approach to business and life.After 18 months in this role, I transitioned to a startup division of our company--401(k) Solutions.

Honolulu, Hawaii

During college, I assisted Vincent Kimura, CEO of Inovi Group, in projects ranging from designing visuals, researching sustainable technologies (water sanitization, aerial surveillance in farming, and food waste reduction), and organizing design thinking conferences for local educators based on Stanford’s d.school model.Inovi Group was an innovative and entrepreneurial company and, as an upcoming college graduate, one of the most important things I recognized was I needed a more structured environment for my first full time job out of college. Today, I am confident in disruptive cultures because of the business disciplines I learned through corporate experience mixed with experiences like contract work through Inovi.Vincent Kimura was a friend, mentor, and boss while working at Inovi and his capacity for learning, nurturing, and generating business is second to none--a true entrepreneur.

Honolulu, Hawaii

At the BoxJelly, I worked with Rechung Fujihira and Tony Standford (fellow Hogan Entrepreneurs and Chaminade University graduates) to generate additional revenue streams, identify and develop areas to strengthen within the start-up, and strengthen customer relationships. BoxJelly is Hawaii's first and largest co-working space located in the Kaka'ako district. We put on art shows and professional speed dating networking events, hosted StartUp weekend, and acted as a nexus for all things start-up on the island. Rechung personally invested a lot of time in my development and I am grateful for having the opportunity to work alongside him. He introduced me to many innovative people on the island, brought me to angel investor meetings, and taught me how to integrate a business and personal identity into one 360° self.

Bachelor Of Arts (B.A.), Business Administration And Management, General

Activities and Societies: Hogan Entrepreneurship Program, Men's Soccer Captain, Student Athlete Advisory CommitteeI transferred.

Executive Program For Cfp® Certification, Financial Planning And Services

Self-Paced Online CFP® Program The University of Georgia Online Self-Paced Program is a CFP Board-registered educational program..

International Business

This 6 week summer study abroad program in Nantes, France (2 hrs due west of Paris) focused on European Union business and culture. The EU.

Business Administration And Management

Activities and Societies: Men's Soccer, Vanguard, Meditation GroupAttended BGSU for two years on full scholarship (academic + athletic).

Education record

Activities and Societies: Soccer, Baseball, Environmental ClubWhile attending Copley High School, I focused on academics and soccer.