Samuel Farmer Email and Phone Number
Samuel Farmer work email
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Samuel Farmer personal email
I am a relationship focused professional who specializes in managing client relationships, bridging cultural and locational boundaries, and working within complex international frameworks and procedures. In the past I have managed relationships with international clients like Bank Of America, consulting projects for high growth companies like Amazon, and helped various large global conglomerates to achieve operational functionality and good compliance standing.I earned my undergraduate degree in international business with a concentration in finance and a minor in Spanish and have spent time working within both the financial markets and international management field. I specialize in:• Global Client Management• Advising on International Market Expansion• Relationship Management• Strategic Consulting and Decision Support• Project Management• Financial Market Analysis• Global StrategyI have a Global MBA from EDHEC Business school in Nice, France and am interested in client facing managerial roles, strategic roles, international management, educational programs, and other opportunities. I have always been extremely interested in exploring other cultures and have traveled to 80+ countries.I am a dual citizen of the UK and US and am eligibile to work in either country without a Visa.I can be reached at samuelfarmer24@gmail.com or via LinkedIn Messages.
State Street Global Advisors
View- Website:
- statestreet.com
- Employees:
- 44927
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Client Implementation OfficerState Street Global AdvisorsLondon, England, Gb
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Client Implementation OfficerState Street Global Advisors May 2023 - PresentBoston, Ma, UsGlobal Client Implementation: Facilitating onboarding and subsequent investments of client assets intoglobal funds through compliance based processes and events.o E.g., implemented corporate client investment of $100 million into various State Street equityand fixed income funds and facilitated the transfer of assets between existing and new funds.Project Management: Leading the planning, coordination and execution of global client and product eventsacross multiple regions in service of bringing in additional revenue and investment to the company.o E.g., coordinated service and delivery, operations, and compliance teams in proceeding withthorough and process-oriented implementation of both new and existing clients. -
Professional DevelopmentCareer Break Sep 2021 - Dec 2022Pursued and completed MBA in France at EDHEC Business School along with an academic exchange at NUCB in Japan. Participated in leadership and sustainability global learning expeditions in Slovenia and Sweden. Served as MBA class representative and fostered collaboration and growth within the program.
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Global Client Services ManagerTmf Group Oct 2020 - Sep 2021Amsterdam , North Holland, NlGlobal Client Management: Successfully coordinates global and local changes and filings for client entities with local offices and client contacts in 100 + countries in order to help ensure global compliance, corporate strategy, and operational readiness. E.g. diagnosed issue countries where new regulations required action and implemented needed changes. Advising on International Market Expansion: Analyzes and clarifies client needs for international expansion and new entity setup through various jurisdictions. Provides local and global guidance as to entity specific regulations and in-country requirements. Utilizes meta search and in-house resources in collating data. E.g. oversaw expansion of operations into 10 + new jurisdictions in Africa for a client. Relationship Management: Forges strong relationships with local contacts in each of the various offices in which the company operates, ultimately having the impact of increased operational functionality achieved through smooth communication channels and shared objectives. E.g. led and moderated TMF and local office contact communication in order to promote quick and clear correspondence reducing lag time and cross-cultural misunderstanding. -
Consultancy Solutions AssociateTmf Group Apr 2019 - Oct 2020Amsterdam , North Holland, NlStrategic Consulting and Decision Support: Supports clients in compliance based strategic decision making through the provision of country specific research and deliverables. E.g. synchronized and delivered country specific entity guidelines and requirements reports for 40 + countries to help clients determine required actions to remain in good standing from a compliance perspective. Project Management: Provides ad-hoc contracted project support to various clients needs and inquiries. E.g. implemented global expansion analysis to help determine potential country expansion, and compiled director requirements reports in order to inform clients’ global hiring and appointment decision making.
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Registered AssociateMorgan Stanley Mar 2018 - Oct 2018New York, Ny, UsStrategic Consulting and Decision Support: Prepares portfolio review presentations, asset allocations, economic forecasts, and security/sector research for 50 + clients in order to help inform client director strategic decisions. E.g. developed detailed asset allocation portfolios catered to individual risk aversion levels and financial needs of clients.Financial Market Analysis: Performs analysis of various funds and assets classes within the financial markets through the use of financial research to help drive portfolio allocation decision making within the company and for individual client portfolios. E.g forecasted prospective portfolio returns based on historic returns, market trends, and performance driven data. -
International Student AdvisorJohn Cabot University Jul 2017 - Dec 2017Rome, ItActed as a student advisor to a pilot program of 100 first semester freshman students from Northeastern University.Organized, budgeted,and led various educational and cultural learning experiences and excursions for students throughout Rome and central Italy.Worked in collaboration with John Cabot University staff members to ensure a safe and successful living and learning environment for first year students.Helped plan lessons and taught a freshman class about cultural experiences and immersion while delivering educational programs within the student residence halls. -
Private Wealth Management Co-OpGoldman Sachs Jan 2017 - Jun 2017New York, New York, UsCollaborated with private wealth advisors and analysts to prepare portfolio review presentations, asset allocations, economic forecasts, and security/sector research for clientsUtilized industry standard software to conduct comprehensive research on prospective clients and business entities to drive new opportunities and develop new business presentationsConcisely communicated research on investment strategies, financial trends, and economic outlooksSupported clients in managing accounts by generating various reports relating to client assets and performance -
International Financial Consultant Co-OpOmega Igf Mar 2016 - Aug 2016Madrid, Madrid, EsProvided technical support to the team and their clients in the tracking and analysis of financial marketsParticipated in weekly corporate strategy meetingsPrepared weekly positions for the international clients entailing transactions of their imports and exports in multiple currencies (EUR, USD, JPY, GBP, AUD, BRL)Created daily commentaries, weekly communications, and various monthly reports detailing data from Bloomberg, Reuters, and the Foreign Exchange consensusWorked closely with forwards, swaps, currency exchange and other forms of derivatives -
Pfs Wealth Management Co-OpJohn Hancock Financial Services Jun 2014 - Jan 2015Boston, Ma, UsProvided project and advisory support to a team of financial advisorsAssisted with projects related to new business development, asset allocation and product developmentQualified new client leads through pre-established guidelines and proceduresHelped to maintain agency recordsMonitored applications through various operations processes, including performing any necessary follow up work and client onboarding dutiesCompleted ad-hoc project requests to support the team
Samuel Farmer Skills
Samuel Farmer Education Details
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Edhec Business SchoolGlobal Mba -
Northeastern UniversityInternational Business
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Universidad Pontificia ComillasInternational Business
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Plano West Senior High
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Nucb Business SchoolInternational Business
Frequently Asked Questions about Samuel Farmer
What company does Samuel Farmer work for?
Samuel Farmer works for State Street Global Advisors
What is Samuel Farmer's role at the current company?
Samuel Farmer's current role is Client Implementation Officer.
What is Samuel Farmer's email address?
Samuel Farmer's email address is sa****@****oup.com
What schools did Samuel Farmer attend?
Samuel Farmer attended Edhec Business School, Northeastern University, Universidad Pontificia Comillas, Plano West Senior High, Nucb Business School.
What are some of Samuel Farmer's interests?
Samuel Farmer has interest in Children, Civil Rights And Social Action, Accounting, Finance, Poverty Alleviation, Sports, Human Rights.
What skills is Samuel Farmer known for?
Samuel Farmer has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Team Leadership, Event Planning, International Business, Team Management, Financial Accounting, Spanish, International Relations, Direct Sales.
Who are Samuel Farmer's colleagues?
Samuel Farmer's colleagues are Anil Venat, Sm Corachea, Mahsa Nooryan, Dhanakoti S, Nitin Pai, Jaya Lakshmi Bangalor, Dtd-Docsvs-Financial Campbell.
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