Samuel Lourie
Vice President, Financial Consultant
- Role
- Vice President - Financial Consultant at Charles Schwab
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Samuel Lourie
Experienced Stockbroker and Investment Advisor with a demonstrated history of working in the financial services industry and across the Geopolitical landscape. Strong investment professional skilled in portfolio management, investment advice, retirement planning, trust and estate planning, tax planning, trading, financial research, business development, brokerage and banking services, and other wealth management services.
Experience
Vice President - Financial Consultant
Dec 2022 — Present · Lone Tree, CO, US
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), International Relations and Affairs
2009 — 2013
Harvard Business School Online
CORe
2020
Skills
- Social Media Marketing
- Community Outreach
- Politics
- Public Relations
- Non-Profits
- Political Campaigns
- Event Management
- Powerpoint
- Volunteer Management
- Grassroots Organizing
- Political Science
- Fundraising
- Nonprofits
- Microsoft Office
- Nonprofit Organizations
- Social Media
- Social Entrepreneurship
- Microsoft Powerpoint
- Blogging
- Research
- Public Speaking
- Leadership
- Event Planning
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