Jerome Sam
Senior Associate at World Financial Group, Calgary (WFG)
- Role
- Senior Associate at World Financial Group (WFG)
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Jerome Sam
I am an enthusiastic, gifted, and intelligent financial service professional specializing…
Experience
Senior Associate
Mar 2013 — Present · Edison, NJ, US
charitable giving, Ira Funding, mortgage protection, college funding, estate conservation, life Insurance needs, executive bonus, key person protection, voluntary payroll, deduction programs,(seps,keogh,pension),
Education
Murry Bergtraum High School
Accounting
1994 — 1997
Brooklyn College
Bachelor’s Degree, Business Management and Finance minor Accounting
2009 — 2014
Kingsborough Community College
A.A.S., Business Administration
1999 — 2006
Skills
- Recruiting
- Outlook
- Forecasting
- Microsoft Outlook
- Leadership
- Social Media
- Team Building
- Management
- Microsoft Word
- Team Leadership
- Auditing
- Teamwork
- Risk Management
- Strategic Financial Planning
- Budgets
- Finance
- Employee Benefits
- Financial Analysis
- Human Resources
- Entrepreneurship
- Portfolio Management
- Start-Ups
- Training
- Strategic Planning
- Event Planning
- Microsoft Excel
- Powerpoint
- Investments
- Access
- Consulting
- Quickbooks
- Public Speaking
- Microsoft Office
- Sales
- Marketing
- Customer Service
- Spanish
- Sales Management
- Networking
- Accounting
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