Samuel Geralds
Onboarding Specialist @ Altruist | Licensed with SIE, Series 7, Series 63.
- Role
- Onboarding Specialist at Altruist
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Samuel Geralds
As a High Net Worth Client Representative at Vanguard, I leverage my Series 7, 63 and SIE…
Experience
Onboarding Specialist
Jun 2025 — Present · Dallas, TX, US
Education
Illinois State University
Bachelor of Applied Science (B.A.Sc.), Criminal Justice Science
2009 — 2013
Skills
- Microsoft Excel
- Microsoft Office
- Time Management
- Powerpoint
- Social Networking
- Customer Service
- Microsoft Word
- Teamwork
- Event Planning
- Public Speaking
- Social Media
- Leadership
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