Sam Alheit
Empowering individuals, businesses, and start-ups with Wall Street-level financial knowledge, right here on Main Street
- Role
- Associate Financial Analyst at Advantage Investing, Inc
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
About Sam Alheit
By taking a holistic approach, I empower individuals, businesses, and start-ups to achieve their financial goals and secure their financial future. Investment Management- Develop personalized investment strategies aligned with clients\' financial goals, risk tolerance, and time horizons- Conduct market research and analysis to identify suitable investment opportunities and optimize portfolio performance- Monitor and rebalance investment portfolios to ensure alignment with clients\' changing financial objectives.
Experience
Associate Financial Analyst
Aug 2024 — Present · Hampton Roads, VA, US
Education
Indian River High School
High School Diploma
Roanoke College
Beginning of undergrad
2020 — 2021
University of Lynchburg
Last two years of undergrad B.A.
2022 — 2024
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