Sam Gumma
Wealth Management Consultant at Capital Group | American Funds
- Role
- Regional Wealth Consultant at Capital Group
- Location
- West Bloomfield Township, MI, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Sam Gumma
I assist Financial Advisors with the building and maintaining of investment solutions for…
Experience
Regional Wealth Consultant
Apr 2014 — Present · Detroit, MI, US
Education
University of Detroit Mercy
Bachelor's degree, International Business
1989 — 1993
Skills
- Relationship Management
- Separately Managed Accounts
- Wealth Management
- Series 65
- 401k
- Series 7
- Asset Allocation
- Mutual Funds
- Analysis
- Bloomberg Terminal
- Estate Planning
- Client-Focused
- Series 63
- Retirement Planning
- Business Strategy
- Sales
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Investments
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