Samar Nasiri Cfp®

Samar Nasiri CFP® has extensive work experience in the financial industry. Samar is currently the Director of Sales Enablement and Operations at Sierra Investment Management, where they handle multiple responsibilities across sales distribution. Samar is responsible for the hiring, training, and leadership of the internal sales team, as well as managing the firm's sales data analytics, technology, and metrics. Samar implemented remote call tracking software to improve team training and accountability during the pandemic.

Prior to their current role, Samar worked at Vertical Capital Markets Group, LLC as an Associate Vice President, National Accounts. Samar managed relationships with Independent Broker Dealers in Mutual Fund Offerings, developed marketing strategies, and established relationships with core producers and centers of influence to drive sales. Samar also held the position of Regional Sales Associate, where they built successful relationships with financial planners, served as an Internal Wholesaler, and collaborated with external partners for sales growth in new territories.

Before joining Vertical Capital Markets Group, LLC, Samar worked at E*TRADE Financial as a Financial Consultant. Samar managed a portfolio of high net worth households, maintained client relationships, and implemented consultative selling skills to increase clients' wallet sizes.

Samar also has experience as a Financial Representative at Fidelity Investments, where they served as the primary point of contact for client service issues, acquired business opportunities through customer interactions, and provided investment guidance for retirement and non-retirement assets. Additionally, they worked at Ameriprise Financial as a Financial Advisor, where they developed comprehensive financial planning strategies, conducted sales activities, and marketed to potential clients.

Overall, Samar Nasiri CFP® has a diverse background in sales enablement, operations, relationship management, and financial advisory roles with a focus on driving sales growth and providing excellent client service.

Samar Nasiri CFP® earned a Bachelor of Arts degree in Business Finance from California State University, Fullerton in the period from 2003 to 2008. They also hold additional certifications including Certified Financial Planner, Series 66 from FINRA, and Series 7 from FINRA.