Sam Willis

Director - Account Manager at Sequentum

Sam Willis has over 25 years of experience in the financial services industry. In 1996, they began their career in Equity Product Management and Sales at various financial service companies. In 2010, they moved to Guggenheim Partners, where they held the positions of Managing Director - Fixed Income, Managing Director - Equity Research, and Director - Equity Research. In 2018, they became a Consultant at UBS Evidence Lab. In 2019, they joined Thinknum - leading provider of alt data as a Business Development Executive. In 2021, they founded SAW Advisory llc. and in 2022 they became the Director - Account Manager at Sequentum.

Sam Willis holds a Master of Arts in International Communications from American University, a Bachelor of Arts in International Relations from the University of Southern California, and participated in undergraduate studies abroad in International Business at the University of Oslo (UiO). Sam also completed graduate studies abroad in Bali, Indonesia at the School for International Training. Willis also holds certifications in series 24, 7, and 63.

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Timeline

  • Director - Account Manager

    May 1, 2022 - present