Sam Roller

Sam Roller Email and Phone Number

Nurturing Your Wealth, Enriching Lives: Where Financial Guidance Meets Heartfelt Generosity @ Thrivent
minneapolis, minnesota, united states
Sam Roller's Location
Greater Chicago Area, United States
Sam Roller's Contact Details

Sam Roller personal email

n/a
About Sam Roller

Dedicated Financial Advisor at Thrivent, committed to empowering individuals and families to make informed financial decisions. With a passion for helping clients achieve their financial goals, I leverage a comprehensive understanding of financial planning, investment strategies, and risk management. Let's embark on a journey towards financial clarity together.You can reach me at sam.roller@thrivent.com or call me at (224) 535-1231Please visit my website - https://connect.thrivent.com/sam-roller

Sam Roller's Current Company Details
Thrivent

Thrivent

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Nurturing Your Wealth, Enriching Lives: Where Financial Guidance Meets Heartfelt Generosity
minneapolis, minnesota, united states
Website:
thrivent.com
Employees:
6869
Sam Roller Work Experience Details
  • Thrivent
    Financial Advisor
    Thrivent Oct 2023 - Present
    Geneva, Illinois, United States
    Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and overall financial situation.Develop comprehensive financial plans tailored to clients' needs, considering factors such as retirement, investments, insurance, and estate planning.Provide strategic advice on investment opportunities, asset allocation, and portfolio management to help clients achieve their long-term financial objectives.Assess clients' insurance needs and recommend appropriate products to mitigate risks, including life insurance, disability insurance, and long-term care insurance.Advise clients on retirement planning strategies, including contributions to retirement accounts, Social Security optimization, and income planning in retirement.
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  • Dhi Mortgage
    Mortgage Loan Processor
    Dhi Mortgage Dec 2021 - Oct 2023
    Chicago, Illinois, United States
    Conducted thorough reviews of borrower documentation, including income verification, credit reports, and property appraisals, ensuring completeness and accuracy.Prepared comprehensive loan files for underwriting, presenting all necessary information and documentation to support loan approval decisions.Collaborated with loan officers, underwriters, and other stakeholders to gather necessary information and address any outstanding requirements for loan approval.Effectively managed a pipeline of loan applications, prioritizing tasks to meet deadlines and providing regular updates to all involved parties.
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  • Moody Bible Institute
    Title Ix & Compliance Administrator
    Moody Bible Institute Jun 2021 - Nov 2021
    Chicago, Illinois, United States
    Ensured Moody Bible Institute's adherence to Title IX regulations by staying current on federal and state guidelines and implementing policies and procedures accordingly.Oversaw and conducted investigations into complaints of sex and gender-based discrimination, harassment, or violence promptly and impartially.Collaborated with relevant departments to develop, update, and implement policies related to Title IX, ensuring alignment with federal and state regulations.Provided training and educational programs to faculty, staff, and students to raise awareness about Title IX, prevention of sexual misconduct, and reporting procedures.
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  • Moody Bible Institute
    Assistant Dean Of Housing And Administration
    Moody Bible Institute Jul 2018 - Jun 2021
    Chicago, Illinois, United States
    Coordinated student housing assignments, considering preferences, needs, and special accommodations, while ensuring compliance with institutional policies.Enforced housing policies and procedures, addressing student conduct violations, and implementing disciplinary measures as necessary, in coordination with the Dean of Students.Developed and implemented emergency response plans for residential facilities, ensuring the safety and well-being of residents in various situations.Collaborated with campus resources to provide support services for residential students, including counseling, health services, and academic support.
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  • Moody Bible Institute
    Executive Administrative Assistant / Project Manager
    Moody Bible Institute May 2016 - Jul 2018
    Chicago, Illinois, United States
    Assisted in coordinating special projects, initiatives, or events, providing administrative support as needed.Provided high-level administrative support, including handling phone calls, managing emails, and prioritizing tasks to ensure executives can focus on strategic priorities.Communicated with vendors, negotiate contracts, and coordinate services, ensuring the smooth operation of office equipment and services.Handled confidential information with discretion, ensuring the privacy and security of sensitive documents and communications.Collaborated with other administrative professionals and departments to facilitate efficient communication and operations across the organization.
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Sam Roller Skills

Leadership Event Planning Public Speaking Customer Service Nonprofits Social Networking Theology Social Media Youth Ministry Leadership Development Radio Biblical Studies Volunteer Management Team Building Microsoft Office Management Student Development Residence Life Housing Management Strategic Planning Interpersonal Communication

Sam Roller Education Details

Frequently Asked Questions about Sam Roller

What company does Sam Roller work for?

Sam Roller works for Thrivent

What is Sam Roller's role at the current company?

Sam Roller's current role is Nurturing Your Wealth, Enriching Lives: Where Financial Guidance Meets Heartfelt Generosity.

What is Sam Roller's email address?

Sam Roller's email address is sa****@****bal.org

What schools did Sam Roller attend?

Sam Roller attended Moody Bible Institute, Moody Bible Institute.

What are some of Sam Roller's interests?

Sam Roller has interest in Teaching, Student Development, Associate Pastor, Residence Life On College Campuses, High School/ College, Management Training, New Technologies, Music Production, Broadcasting, Customer Service.

What skills is Sam Roller known for?

Sam Roller has skills like Leadership, Event Planning, Public Speaking, Customer Service, Nonprofits, Social Networking, Theology, Social Media, Youth Ministry, Leadership Development, Radio, Biblical Studies.

Who are Sam Roller's colleagues?

Sam Roller's colleagues are Laura Dierke, Ron Kebschull, Fic, Nicholas Evans, Jacob Zenner, Matt Ehren, Tina Tatum, Tina Sturm.

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