Sterling Sams
Senior Associate
- Role
- Senior Associate - Client Consultant at Cincinnati Asset Management, Inc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Sterling Sams
Accomplished financial professional with business development and relationship management…
Experience
Senior Associate - Client Consultant
Cincinnati Asset Management, Inc
Jun 2018 — Present · Cincinnati, OH, US
Responsible for advancing CAM’s market presence in addition to maintaining and developing business relationships. Deliver investment solutions in the US corporate fixed income space, via separately managed accounts, to clients and prospects in all wealth management channels, including RIAs, Wirehouse, Bank Trusts and Independent Financial Advisers.
Education
University of Maryland Baltimore County
Business Technology Administration
2007 — 2009
Darla Moore School of Business at the University of South Carolina
Bachelor of Science (B.S.)
2009 — 2012
Skills
- Management
- Investments
- Microsoft Word
- Series 63
- Powerpoint
- Microsoft Excel
- Leadership
- Bloomberg
- Financial Services
- Crm
- Customer Service
- Financial Analysis
- Finance
- Mutual Funds
- Microsoft Office
- Series 7
- Portfolio Management
- Strategic Financial Planning
- Data Analysis
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