Samuel Farmer Email & Phone Number

London, England, Gb

Boston, Ma, Us

Global 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.

Pursued 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.

Amsterdam , North Holland, Nl

Global 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.

Amsterdam , North Holland, Nl

Strategic 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.

New York, Ny, Us

Strategic 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.

Rome, It

Acted 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.

New York, New York, Us

Collaborated 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

Madrid, Madrid, Es

Provided 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

Boston, Ma, Us

Provided 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

Global Mba

Bachelor Of Science (B.S.), International Business

Bachelor'S Degree, International Business

Education record

Master Of Business Administration - Mba, International Business