Sam Stone

Sam Stone is an accomplished finance professional currently serving as the Agency Supervisory Officer at Commonwealth Financial Group since October 2020. Prior experience includes the role of Client Account Administrator at the same company, and a position as Senior Investor Services Associate at Putnam Investments from June 2019 to October 2020, where notable contributions included becoming a 2019 Client Solution Center Pitch Contest Semifinalist and training new associates. Sam's expertise encompasses mutual funds, retirement plans, and investment strategies. Previous roles also include Float Teller at Institution for Savings and Line Manager at Ipswich River Provisions. Educational qualifications include a Bachelor's degree in Business Administration from Salem State University and an Associate of Science in Business Administration from North Shore Community College.