Sam Soderman
Fidelity Private Wealth Management
- Role
- Private Wealth Sr Relationship Manager at Fidelity Investments
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Wealth Sr Relationship Manager
Dec 2023 — Present · Friendswood, TX, US
Education
University of Houston-Downtown
Bachelor of Business Administration (BBA)
Skills
- Financial Modeling
- Derivatives
- Financial Analysis
- Finance
- Equities
- Equity Derivatives
- Financial Markets
- Trading
- Retirement Planning
- Stocks
- Finra
- Series 6
- Series 24
- Microsoft Excel
- Etfs
- Iras
- Valuation
- Fixed Income
- Series 63
- Options
- Asset Managment
- Portfolio Management
- Securities
- Leadership
- Series 65
- Investments
- Equity Trading
- Financial Services
- Bonds
- Strategic Financial Planning
- Series 7
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
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