Sam Hunter
Financial Services professional with 20+ years of experience in relationship management, business consulting, training, facilitation, and client experience.
- Role
- Wealth Manager at Poterack Capital Advisory
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Sam Hunter
Revenue-focused Financial Services Leader with 20+ years across insurance, wealth…
Experience
Wealth Manager
Jun 2025 — Present · Charlotte, NC, US
Education
Winthrop University
Bachelor of Applied Science (BASc) in Business Administration, Computer Science and Finance
2000 — 2004
Wharton Executive Education
Securities Industry Institute, Financial Planning and Services
Skills
- Management
- Finance
- Problem Solving
- Motivation
- Salesforce Crm
- Change Management
- Highly Motivated Self Starter
- Analysis
- Detail Focused
- Strategic Planning
- Investments
- Microsoft Office
- Sales
- Series 7
- Insurance
- Analyzing Results
- Retirement Planning
- Identifying Trends
- Driving to Results
- Decision Making
- Financial Services
- Crm
- Project Management
- Mutual Funds
- Presenter
- Excellent Presenter
- Leadership and Facilitation Skills
- • Independent Analytical Problem Solver
- Sharepoint
- New Business Development
- Microsoft Office Proficient
- Fixed Annuities
- • Excellent Written and Verbal Communication Skills
- Relationship Management
- Project Planning
- Leadership
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