Samuel Berger

Equity Research Analyst Intern at Visionary Wealth Advisors

Samuel Berger is an Equity Research Analyst Intern at Visionary Wealth Advisors, where responsibilities include building a capital allocation template and constructing earnings models. Previous experience includes serving as a Trade/Customer Service Representative for Wells Fargo Advisors, assisting clients with brokerage accounts, and obtaining industry licenses through Associate Staffing. Samuel has also worked as a Teaching Assistant at the University of Oklahoma, overseeing physics labs, and as an Industrials Sector Leader for the Saluki Student Investment Fund. Education includes an MBA in Finance from Washington University in St. Louis and dual Bachelor of Science degrees in Mathematics and Physics from Southern Illinois University, along with postgraduate coursework in Physics at the University of Oklahoma.

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