Sameer V.
Transaction Specialist, Wealth Operations at Tolleson Wealth Management
Based in Frisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Frisco
Industry
Financial Services
Company size
201
Contact information
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s•••••••@tollesonwealth.com
Phone
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Background
About Sameer V.
As a B.S. Finance graduate from the University of Texas at Dallas, I have enhanced my aptitude and skills for investment management, financial reporting, and data analytics. With over two years of comprehensive back-office experience at a prominent Multi-Family Office, I’ve had the invaluable opportunity to excel in both Trust and Investment brokerage operations.
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