Sam Caswell is a seasoned financial professional with extensive experience in client relationship management, banking, and credit analysis. Currently serving as a Client Relationship Associate at Discovery Financial Centers, Inc. since October 2023, Sam's previous roles include Business Banker and Credit Analyst at First Farmers & Merchants Bank-Minnesota, and Senior Credit Analyst at Charter Bank WI MN. Sam's career encompasses various positions, including Portfolio Manager at BMO Harris Bank and multiple roles at Charter Bank WI MN and ONB Bank focused on credit analysis and business banking. An alumnus of Grand Canyon University, Sam holds an M.B.A. and a Master of Science in Leadership, and previously graduated with a degree in Business Administration with a concentration in Financial Services from the University of Wisconsin-Stout.
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