Sam Kang

Sam Kang Email and Phone Number

Head of Advisor Services Family Office and Premier Wealth Group @ Charles Schwab
Texas, United States
About Sam Kang

Sam Kang is President of DAFgiving360, one of the largest national providers of donor-advised funds and other philanthropic services. DAFgiving360 is an independent, 501(c)(3) non-profit organization established to make charitable giving simpler and more tax-efficient for individuals and their financial advisors. Since its inception, DAFgiving360 has facilitated more than $36 billion in grants to over 255,000 charities on behalf of donors.Sam is responsible for setting organizational strategy and leading its implementation in support of DAFgiving360’s mission to increase charitable giving in the U.S. DAFgiving360 does this by providing a tax-smart and simple giving solution of a donor-advised fund (DAF) account and related philanthropic tools and guidance that empower donors to incorporate planning into their everyday lives.Prior to joining DAFgiving360, he spent over 20 years at TD Ameritrade, where he held a variety of leadership roles in strategy, technology, and operations. Sam holds the Chartered Advisor in Philanthropy® designation, is an Executive Sponsor for the Charles Schwab Community Ambassadors Team in Westlake, Texas, and is Chair of the Board of Directors for the American Heart Association of Tarrant County Texas.(0924-SZNS)

Sam Kang's Current Company Details
Charles Schwab

Charles Schwab

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Head of Advisor Services Family Office and Premier Wealth Group
Texas, United States
Sam Kang Work Experience Details
  • Charles Schwab
    Head Of Advisor Services Family Office And Premier Wealth Group
    Charles Schwab
    Texas, United States
  • Dafgiving360
    President
    Dafgiving360 Jul 2021 - Present
    San Francisco, Ca, Us
  • Dafgiving360
    Vice President Charitable Operations, Service & Techonology
    Dafgiving360 Jan 2018 - Jul 2021
    San Francisco, Ca, Us
  • Td Ameritrade
    Managing Director Corporate Strategy, Lean Center Of Excellence
    Td Ameritrade Jul 2014 - Jul 2017
    Reported to the COO and subsequently to the head of Enterprise Strategy. Led the deployment and ongoing sustainability of the ‘Lean Management System’ enterprise wide covering 6000 employees. Created an overall connection from the company’s vision and mission to each associate’s impact in delivering corporate goals. Managed functional areas that included: consulting services, agile transformation, enterprise design, digital labor including business process management (BPM), and associate capabilities building ‘The Lean Academy.’
  • Td Ameritrade
    Managing Director Institutional Strategy And Analytics
    Td Ameritrade Jan 2008 - Jul 2014
    As Managing Director, reported to the President of TD Ameritrade Institutional. Managed 60 people across 5 departments supporting 900 associates. Responsibilities included: strategic planning and business development, systems and project management, analytics, executive reporting and finance support, sales services and on-boarding, sales and operations learning and development.

Sam Kang Skills

Business Planning Strategy Management Investment Strategies Financial Advisory Portfolio Management Finra Etfs Series 7 Business Analysis Risk Management Strategic Financial Planning Relationship Management Options Securities Fixed Income Financial Services Investments Uniform Combined State Law Process Improvement Retirement Planning Trading Investment Advisory Asset Allocation Business Strategy Series 63 Mutual Funds Alternative Investments Asset Management Retirement Wealth Management Series 24 Financial Analysis Equities Vendor Management Business Process Improvement Financial Planning

Sam Kang Education Details

  • Uc San Diego
    Uc San Diego
    Economics
  • The Wharton School
    The Wharton School
    Sifma Securities Institute

Frequently Asked Questions about Sam Kang

What company does Sam Kang work for?

Sam Kang works for Charles Schwab

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

Sam Kang's current role is Head of Advisor Services Family Office and Premier Wealth Group.

What is Sam Kang's email address?

Sam Kang's email address is em****@****ail.com

What is Sam Kang's direct phone number?

Sam Kang's direct phone number is +185835*****

What schools did Sam Kang attend?

Sam Kang attended Uc San Diego, The Wharton School.

What skills is Sam Kang known for?

Sam Kang has skills like Business Planning, Strategy, Management, Investment Strategies, Financial Advisory, Portfolio Management, Finra, Etfs, Series 7, Business Analysis, Risk Management, Strategic Financial Planning.

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