Jamie Samuels

Jamie Samuels has a comprehensive work experience in the wealth management industry. They began their career in 2013 as a Research Analyst at Matrix Planning Solutions/ClearView. In 2016, they joined ClearView Wealth Limited as a Wealth Product Manager and progressively specialized within the field. They eventually held the position of Senior Wealth Product Manager from July 2019 to November 2021, and currently serves as the Head of Wealth Product Management from July 2021 onwards. Jamie Samuels' expertise in product management and wealth management highlights their strong professional background in the field.

Jamie Samuels completed a Master of Applied Finance degree at Kaplan Professional Education from 2014 to 2015. Prior to that, Jamie also received a certification in General Advice from Kaplan Professional in 2017.