Sam Brick

Assistant Vice President | Private Wealth Management

Sam Brick is a finance professional with a comprehensive background in financial management and analysis. Experience includes serving as Financial Manager at Flyer Enterprises, where revenue increased by 25% and financial forecasts were generated to enhance operations. As Director of Finance and Accounting, in-depth financial analyses contributed to record yearly revenue of $1.5 million. Subsequent roles include Assistant Vice President in Private Wealth Management at Jefferies and a Client Services Analyst at J.P. Morgan Asset Management, where Sam managed significant client portfolios and provided investment insights. An earlier internship at KeyBank focused on risk management, analyzing insurance contracts and due diligence processes. Sam holds a Bachelor's degree in Finance from the University of Dayton.

Location

Chicago, United States

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