Sam Winter
Investment Research & Trading Specialist @ Western Wealth Advisors LLC | MBA Candidate
- Role
- Investment Research & Trading Specialist at Western Wealth
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Sam Winter
I am a Denver-based financial professional, fiduciary, and investment strategist…
Experience
Investment Research & Trading Specialist
Jun 2024 — Present · Golden, CO, US
As an Investment Research & Trading Specialist, my team and I conduct market analysis, develop quarterly mutual fund and ETF recommendations, and review strategist opinions and market outlooks. I engage in weekly Investment Committee meetings to evaluate asset holdings and propose process optimizations. I execute model rebalances on LPL, Fidelity, Schwab, and Orion platforms and provide advisor support by generating performance reports and managing cash flow and business development initiatives.
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration (BBA), Finance, Personal Finance
University of Colorado Boulder - Leeds School of Business
Master of Business Administration - MBA
Skills
- Microsoft Office
- Leadership
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