Samuel Geralds
Onboarding Specialist at Altruist
Based in Dallas, United States
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Seniority
Staff
Department
Operations
Location
Dallas
Industry
Financial Services
Company size
296
Contact information
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s•••••••@altruist.com
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Background
About Samuel Geralds
As a High Net Worth Client Representative at Vanguard, I leverage my Series 7, 63 and SIE license, my investment and trading skills to provide exceptional service and guidance to wealthy clients.In my previous roles as an Active Trader Specialist at E*TRADE and an Investment Specialist at Bank of America, I educated clients on various trading strategies, placed unsolicited trades and money movements, and onboarded new clients with attention to detail and efficiency. I am passionate about building strong and lasting relationships with clients, and I value teamwork, diversity, and innovation. I bring diverse perspectives and experiences to the team, and I am always eager to learn new skills and share best practices.
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