Sam Fields
Working with investment research professionals to help improve people’s lives through successful investing.
- Role
- National Accounts Manager at Capital Group
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Sam Fields
I have over 15 years of experience in the investment industry. As a national accounts…
Experience
National Accounts Manager
Jan 2019 — Present · Los Angeles, CA, US
Education
California Baptist University
General Studies
1998 — 2000
California State University-San Bernardino
Business Administration
2000 — 2003
Skills
- Series 6
- Series 7
- High Net Worth Individuals
- Rias
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Investment Management
- Financial Analysis
- Securities
- Asset Allocation
- Mutual Funds
- Series 82
- Equities
- Financial Services
- Wealth Management
- Financial Advisory
- Series 65
- Fixed Income
- Portfolio Management
- Asset Management
- Finance
- Investments
- Series 63
- Financial Planning
- Retirement Planning
- Finra Series 82
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