Sam Panu has extensive experience in client support and relationship management within the financial services industry. Currently serving as an Advisor/Client Support Specialist at Mutual Securities, Inc. since June 2021, Sam has obtained the Series 7 license and is studying for the Series 24. Prior to this, Sam held multiple roles at Haydel, Biel & Associates, progressing from Client Service Manager to Client Service Manager II within four months, while also managing the responsibilities of two Relationship Managers. Earlier positions include New Business Case Manager at AssetMark, where Sam collaborated with financial advisors and processed new account openings, and Provider Relations Specialist at Barton Associates, where Sam represented the company at major medical conferences. Sam's career began at Charles Schwab as a Relationship Specialist and includes a diverse background across various organizations. Sam earned a Bachelor of Arts degree in Communications and Rhetoric with a minor in Italian Studies from the University of Pittsburgh.
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