Sam Kelly currently serves as a Sales Business Development professional at Wealthbox since February 2025. Prior to this role, Sam worked as a Business Development Analyst at FINTRX from September 2022 to February 2025, contributing to the firm's expertise in private wealth data and research. Sam’s earlier experience includes a position as a Project Intern at The Siegfried Group from May 2021 to April 2022. Sam holds a Bachelor of Business Administration in Business Administration, Management and Operations from High Point University, where studies were completed in May 2021. Prior educational background includes attendance at Noble and Greenough School from 2015 to 2017.
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