Sam Hord

Vice President at Rothschild Investment

Sam Hord has held various roles in their work experience. Sam started their career as an Intern at Rothschild Investment Corporation in 2014, where they gained experience in Equity Analysis, Portfolio Management, and Client Relationship Management. Sam also passed the Series 7 Exam during this time.

In 2015, Sam worked as a Student Equity Analyst at Illinois State University, overseeing a portfolio of stocks and preparing weekly reports on economic and market analysis. Sam then joined Rothschild Investment LLC as a Retirement Consultant, where they served as the main point of contact for individual and corporate clients, assisting them with their investment strategies and retirement savings solutions.

Prior to these roles, Sam worked as a Leasing Agent at Campus Acquisitions, successfully selling over $300,000 in leases and representing The Flats during company events.

Overall, Sam's work experience has equipped him with a diverse skill set in investment analysis, client management, and sales, making him a valuable asset to any organization.

Sam Hord holds a Bachelor of Science (BS) degree in Finance from Illinois State University. Before attending university, Sam completed their high school education at New Trier High School. Additionally, Sam has obtained certifications such as the Series 66 - Investment Advisor Representative and the Series 7 - General Securities Representative from FINRA. No specific information regarding the exact years of education or certification completion is available.

Links

Previous companies

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Timeline

  • Vice President

    August, 2023 - present

  • Retirement Consultant

    May, 2015

  • Intern

    May, 2014