Assistant Vice President@ iCapital
New York, New York, United States
Curtis Sample
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Towson University
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FlashIntel GPT
Tell me more about Curtis Sample?
FlashIntel GPTCurtis Sample is a highly skilled professional with 12.9 years of experience in various fields such as leadership, customer service, and project management. Currently, he serves as the Brokerage Operations Representative II at Fidelity Investments in the United States. With a strong background in financial analysis and marketing, Curtis has held key positions in reputable companies like iCapital, CION Investments, and SS&C GlobeOp. His expertise in Microsoft Office, leadership, and communication makes him a valuable asset in any organization.
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Emails and Phone Numbers
About
Brokerage Operations Representative II at Fidelity Investments
Work Experience
Assistant Vice President
Assistant Vice President
Financial Services
Curtis Sample's Professional Milestones
- Regional Marketing Director (2018-01-01~2019-11-01): Building a successful marketing campaign to drive brand awareness and increase customer engagement in the region.
- Personal Banker (2015-07-01~2015-12-01): Successfully managed high-net-worth individuals at various banking institutions, exceeding their client expectations and ensuring timely reimbursement.
Education
Finance,
Bachelors,
Bachelor Of Science,
General,
Finance, General
2010-2014Skill
Microsoft Office
Leadership
Customer Service
Powerpoint
Communication
Microsoft Excel
Customer Satisfaction
Microsoft Word
Public Speaking
Social Media
Sales
Communication Skills
Access
Organization
Bloomberg Terminal
Project Management
Time Management
Financial Analysis
Marketing
Certification
Colleagues
Thomas Fortin
Managing Partner | Chief Operating Officer
Brett Scholnick, CPA, MBA
Managing Director | Chief Accounting Officer
Rakesh Patel
International Chief Executive Officer | Founding Partner
Chris Piazza
Chief Technology Officer
Gary Owen
Chief Information Security Officer | Chief Risk Officer
Other Named Curtis Sample
Frequently asked questions
We found 4 Curtis Sample's email addresses
We found 2 Curtis Sample's phone numbers
Curtis Sample works for iCapital
Curtis Sample's role in iCapital is Assistant Vice President
Curtis Sample works in the industry of Financial Services
Curtis Sample's colleagues are Thomas Fortin,Brett Scholnick, CPA, MBA,Rakesh Patel
Curtis Sample's latest job experience is Assistant Vice President at iCapital
Curtis Sample's latest education in Towson University
