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National Accounts Manager @Capital Group
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
National Accounts Manager @Capital Group
Los Angeles, CA, US
EDUCATION
1998 — 2000
California Baptist University
General Studies
2000 — 2003
California State University-San Bernardino
Business Administration
SKILLS
Series 6Series 7High Net Worth IndividualsRiasInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsInvestment ManagementFinancial AnalysisSecuritiesAsset AllocationMutual FundsSeries 82EquitiesFinancial ServicesWealth ManagementFinancial AdvisorySeries 65Fixed IncomePortfolio ManagementAsset ManagementFinanceInvestmentsSeries 63Financial PlanningRetirement PlanningFinra Series 82
ABOUT SAM FIELDS
I have over 15 years of experience in the investment industry. As a national accounts…
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