Verified recordFinancial Services

Sam Krugman

Incoming Client Services Analyst at Bny Wealth

Based in Newark, United States

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Seniority

Staff

Department

Customer/Client Service

Location

Newark

Industry

Financial Services

Company size

1.3K

Contact information

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Email

1 credit

s•••••••@bny.com

Phone

5 credits

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Background

About Sam Krugman

Senior Finance major at the University of Delaware with a Trust Management minor, graduating May 2026. Passionate about wealth management and fiduciary services, with hands-on experience supporting the Trust Administration Committee at BNY Wealth, where I’ll be returning as an Analyst in 2026. I bring a client-focused, detail-driven approach to helping families achieve long-term financial goals, combining analytical skill with a genuine interest in relationship management.

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