Preferred Capital Securities, LLC
Sam Theisen is currently working as an Accounting Manager at Preferred Capital Securities, LLC. Prior to this role, Sam held positions at Crowe as a Financial Services Audit Senior Staff and Financial Services Audit Staff. Before that, Sam worked at Sourced. as an Accountant. Sam also gained experience as a Financial Services Audit Intern at Crowe and in various other internship positions at Mellow Mushroom, Costa Farms, and CBC National Bank. Sam obtained their education from the University of Georgia - Terry College of Business from 2013 to 2018.
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Preferred Capital Securities, LLC
Preferred Capital Securities is a managing Broker-Dealer focused on the wholesale distribution of high-quality investments to Broker-Dealers and Registered Investment Advisors across the United States and Puerto Rico. A Highly Experienced Team with a Focus on Our Customers: From executive management to our sales team to our corporate employees, we are dedicated to providing our broker-dealer and RIA customers with industry-leading service and support. Our decades of experience within the financial services industry positions us to adeptly build effective relationships, drive capital for our clients and add value for our customers.