Altruist
Samuel Geralds has a diverse background in client support and financial services, currently serving as an Advisor Support Representative at Altruist since January 2024. Prior to this role, Samuel worked as a High Net Worth Client Representative at Vanguard from December 2021 to January 2024 and as an Active Trader Specialist at E*TRADE, where responsibilities included educating clients on trading strategies. Additional experience includes positions at Bank of America as an Investment Specialist, Avant as an Origination Specialist, and Yelp as an Account Executive. Samuel began a career in client assistance as a Benefits Specialist at GoHealth and as an Admission Advisor at American InterContinental University. Academically, Samuel holds a Bachelor of Applied Science in Criminal Justice Science from Illinois State University, completed between 2009 and 2013.
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