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Sam Glanville

Financial Services Consultant @Private Family Office

Adelaide, AU
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2022 — Present

Financial Services Consultant @Private Family Office

Sydney, AU

Front office system evaluation d’Compass, Bloomberg AIMS, PORT, EMSX and CRD, Excel. • System workflow design • System integration

EDUCATION

2001 — 2002

BSP - Business School São Paulo

EMBA

2003 — 2004

University of Toronto - Rotman School of Management

MBA

1996 — 1998

University of Otago

B Com

2006 — 2009

Australian Institute of Business

DBA

SKILLS

Wealth ManagementGlobal Equity ResearchEquitiesValuationTradingFinancial AnalysisFixed IncomeInvestment BankingSecuritiesManagement ConsultingBusiness StrategyCorporate FinanceMutual FundsInvestmentsEquity ResearchPortfolio ManagementAsset ManagementFinancial ModelingPrivate EquityBankingCapital Markets

ABOUT SAM GLANVILLE

Experienced investment professional and CFA Charter holder with more than 20 years of experience working in the investment industry and with investment risk on both the buyside, sellside and technology. Financial systems experience includes implementation, execution and support of front, middle and backoffice systems including Bloomberg and CRD (Charles River Development). Investment experience includes the execution, investment and analysis of US, European and Emerging Markets equities with a focus on Asia.

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