Sam'S STORY
I am the latest addition to the AKD team. As a Client Associate, my role is to be a friendly voice, answering calls and assisting in preparing account reviews and eMoney investment plans.
Being a digital native, I will use my expertise to boost AKD’s presence on social media.
Having recently graduated from Oberlin College and the Dalton School, I am now part of AKD’s commitment to ensuring our clients always have a full support team as we continue to grow. I will closely work with Michael Ernst, Senior Registered Client Associate, to become proficient in the role of client relationship manager.
Additionally, I am studying for my upcoming FINRA Series 7 and 66 Securities Registrations to deepen my knowledge of the industry and my responsibilities at AKD.
I am driven by a hard work ethic, a principle instilled in me by my family and upbringing.
Life Outside work
During the weekends, you’ll find me decompressing by watching basketball or football, delving into history, or enjoying board games with friends.