Paul Sampson
Pittsburgh,PA
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
8
8
years of post-secondary education
Work History
Investment Banking Associate
Dollar Bank, Fsb
Pittsburgh, PA
2023.04 - Current
- Increased client satisfaction by providing comprehensive financial analysis and strategic recommendations for investment opportunities.
- Analyzed market trends and industry data, identifying emerging opportunities for new investments or divestitures.
- Assisted in negotiating deal terms with counterparties, securing favorable conditions that maximized client returns.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Participated in client meetings to discuss financial analysis and investment strategies.
Financial Advisor
Union Bridge Capital
Pittsburgh, PA
01.2022 - 04.2023
- Helped with construction of various mutual funds and ETF portfolio models including ESG related investment models, in all investment objectives and risk tolerance, for all styles of investments and investors
- Facilitate and help with servicing current clients and onboarding of ultra high net-worth clients including building 401k proposals and plans for various mid-size, closely held firms
- Interact with ultra high net-worth Clients to provide exceptional client services to help facilitate their current and future financial plans
- Interact with various financial services firms and funds managers to help resolve and facilitate financial plans for clients
- Help manage both investments, Annuities, and life insurance portfolios worth over 200 Million dollars for various ultra high net-worth clients
Financial Services Professional
New York Life Investments
03.2022 - 04.2023
- Counsel participants on their pension plans, tax-deferred annuities, IRAs, Variable Annuities, 529 Plans and other available investment options in order to help clients retain and increase assets
- Educate, recommend, and facilitate new product purchases (including retail annuities, life insurance, and Investment Securities) and provides authoritative information upon which important personal financial planning decisions are based
- Interact with retirement plan Clients to provide exceptional customer service and execute securities investment transactions and service requests
- Utilize tax and investment strategies knowledge to inform financial advice based on clients' financial needs and objectives.
Sales and Marketing Consultant, Analyst
Vector Marketing Corporation/CUTCO Corporation
08.2021 - 12.2021
- Networked with cold-called individuals from all walks of life to market and sell CUTCO products to improve their kitchen lives
- Improved sales skills with weekly conference training meetings with my team to improve sales performance and learn better ways to sell CUTCO products and maximize sales
- Sold over $10,000 worth of CUTCO products in one month and had turnover rate of about 95% while increasing team sales by 75%
Founder/Partner Project
Project CTN (Charity Through NFTs)
12.2021 - Current
- Network, Connected with, and partnered with children, and animals Charitable organizations around the world to provide monetary aid through the sales of NFTs
- Use vast knowledge of the blockchain to digitally create artwork that encompasses the entirety of the organization partnered with
- Run marketing campaigns for charity organizations and partnered with others to sell digital artwork both to the initial market of the charity organization and also to the broad population of customers
- Allocate 90%-95% of all sales revenues to charity organizations in the form of donations to facilitate the continuity of the organization to provide care for children and or animals.
- Develop strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
Corporate Governance, and Analyst Intern
Trella Advisory Group
10.2020 - 12.2021
- In on business management board meetings and strategic planning meetings with Clients’ company owners, partners, and executive boards to review and plan company finances for the future
- Analyzed, and summarized business performance and management for client’s companies strategic planning
- Helped with business analysis and strategies to enhance clients’ company growth and asset management.
Wealth Management Extern
Cornerstone Advisors Asset Management LLC
05.2020 - 05.2020
- Worked closely with the money managers and financial advisors to determine the best portfolio constructions for clients
- Reviewed client portfolios and learned how to adjust portfolios based on risk exposure
- Learned how to construct client portfolios to acquire very minimal or no risks and also persevere in times of low or negative economic growth
- Studied hedge funds, mutual funds, and common investment funds in order to diversify clients' portfolios, reduce risk, increase capital gains and maintain tax exemptions
- Gained exposure to wealth management business, Investment products, analysis, services, and clients' financial needs.
Wealth Management Intern
Morgan Stanley Smith Barney LLC
07.2019 - 08.2019
- Worked closely with financial advising team to monitor investment portfolios of approximately 100 clients
- Monitored and analyzed stock and bonds market in relation to world events and their impact on client investment
- Actively engaged clients over phone and in person to help advise in their wealth management process
- Managed and input client, market, and company data into secure network to keep records up-to-date.
- Attended internal and external partner sessions to gain financial product knowledge
Education
Bachelor of Arts - Quantitative Economics And Econometrics, Finance, Business Management
Gettysburg College
Gettysburg, PA 08.2017 - 05.2021
Peace and Justice Studies, FINRA Registered Rep. FINRA SIE Certified, FINRA Series 6 Certified, FINRA Series 63 Certified., PA, NY, NJ, NH, MA, FL Life, Accident, Annuities and Health Insurance Certified. -
Gettysburg College
Gettysburg, PA 08.2017 - 05.2021
Skills
- Excel (Proficient),
- R (intermediate)
- Multi-lingual
- Data Analysis, Stata (Intermediate),
- Financial Analysis
- Sales
- Client Acquisition,
- Portfolio Modeling and Construction
- Semi-Professional Athlete
Certification
- COO-C - Chief Operations Officer - Certified
- Series 6, FINRA -
- Series 63 License - FINRA
- SIE License - FINRA
- Life, Health and Accident Insurance License - PA
Timeline
Investment Banking Associate
Dollar Bank, Fsb
2023.04 - Current
Financial Services Professional
New York Life Investments
03.2022 - 04.2023
Financial Advisor
Union Bridge Capital
01.2022 - 04.2023
Founder/Partner Project
Project CTN (Charity Through NFTs)
12.2021 - Current
Sales and Marketing Consultant, Analyst
Vector Marketing Corporation/CUTCO Corporation
08.2021 - 12.2021
Corporate Governance, and Analyst Intern
Trella Advisory Group
10.2020 - 12.2021
Wealth Management Extern
Cornerstone Advisors Asset Management LLC
05.2020 - 05.2020
Wealth Management Intern
Morgan Stanley Smith Barney LLC
07.2019 - 08.2019
Bachelor of Arts - Quantitative Economics And Econometrics, Finance, Business Management
Gettysburg College
08.2017 - 05.2021
Peace and Justice Studies, FINRA Registered Rep. FINRA SIE Certified, FINRA Series 6 Certified, FINRA Series 63 Certified., PA, NY, NJ, NH, MA, FL Life, Accident, Annuities and Health Insurance Certified. -
Gettysburg College
08.2017 - 05.2021
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