Eagle Asset Management
Sam Wells, CFA, is a seasoned professional currently serving as a Product Specialist and Internal Wholesaler at Eagle Asset Management since May 2014. Responsibilities include collaborating with External Wholesalers to drive new business, presenting Eagle products to retail financial advisors, and analyzing portfolios to demonstrate how Eagle solutions can benefit clients. Previously, Sam held the position of Retail Portfolio Specialist, focusing on proactive communication with financial advisors about portfolio performance, client retention, and providing management with comprehensive monthly reports. Prior experience includes a role in Advisor & Client Services at Franklin Templeton Investments from October 2012 to May 2014. Sam Wells holds a Bachelor of Science degree from Florida State University, completed in 2011.
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