Sam Eisenberg
Financial Services Professional
- Role
- Paraplanner at Ameriprise Financial Services, LLC
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Sam Eisenberg
Financial services leader with experience in diverse positions ranging from business process analyst, to a senior leader in a financial operations department. Outstanding leadership and team building skills combined with a passionate devotion to client service. Proven background in evaluating and understanding business operations, identifying and reviewing business requirements, and developing solutions to address and resolve complex business problems.
Experience
Paraplanner
Ameriprise Financial Services, LLC
May 2021 — Present · Walnut Creek, CA, US
Education
University of California, Davis
Bachelor of Arts (B.A.), Economics
Skills
- Etfs
- Middle Office
- Settlement
- Hedge Funds
- Fixed Income
- Asset Managment
- Equities
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