Sam Krugman

Student in the Alfred Lerner College of Business & Economics at the University of Delaware

Role
Incoming Client Services Analyst at Bny Wealth
Location
Newark, DE, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Sam Krugman

Senior Finance major at the University of Delaware with a Trust Management minor, graduating May 2026. Passionate about wealth management and fiduciary services, with hands-on experience supporting the Trust Administration Committee at BNY Wealth, where I’ll be returning as an Analyst in 2026. I bring a client-focused, detail-driven approach to helping families achieve long-term financial goals, combining analytical skill with a genuine interest in relationship management.

Experience

  1. Incoming Client Services Analyst

    Bny Wealth

    Aug 2025 — Present · Boston, MA, US

Education

  • University of Delaware

    Finance and Trust Management

    2022 — 2026

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Sam Krugman — Incoming Client Services Analyst at Bny Wealth in Newark, DE, US | Unifers