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Sam Greenough Cfp®

Vice President Client Success And Sales Solutions at AscellaHealth

Sam Greenough CFP®, CPTM has a Bachelor of Arts degree in Economics and History from Lafayette College. With a background in financial services, Sam has held various positions in companies such as West Capital Management, Vanguard, Pershing, a BNY Mellon company, SEI, and The Glenmede Trust Company, N.A. Currently serving as the Vice President of Client and Patient Services at AscellaHealth LLC, Sam supervises the contact center, onboarding team, and client success account management department.

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Previous companies

Vanguard logo
Glenmede logo
SEI logo
Pershing logo

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Timeline

  • Vice President Client Success And Sales Solutions

    February 1, 2024 - present

  • Vice President Of Client And Patient Services

    January, 2023

  • Senior Director Of Client Services For The Specialty Hub

    January, 2022

  • Director Of Client Services Specialty Hub

    February, 2021

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