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Sam Khan Cfp
Sam Khan Cfp
Regional Vice President | Mercer Advisors
United States
Sam Khan Cfp
Summary
Sam Khan is a seasoned financial professional with a robust background in wealth management and financial consulting. With an MBA from Regis University and a BA in Political Science from the University of Colorado at Boulder, he has cultivated a diverse skill set that includes fiduciary responsibilities and impact investing. Sam began his career at OppenheimerFunds and honed his expertise at Fidelity Investments, where he was recognized for his client-centric approach. As the Regional Vice President at Mercer Advisors, he now guides ultra-high-net-worth families and businesses in navigating their financial landscapes. Outside of work, Sam is passionate about fitness and nutrition, having previously owned a sports nutrition store. His multicultural background, being fluent in Bengali, adds a unique perspective to his professional interactions. Sam's commitment to continuous improvement and client success sets him apart in the financial industry.
Sam Khan Cfp
Work Experience
Regional Vice President at
Mercer Advisors
Present
Regional Vice President at
Mercer Advisors
October 2019 - Present
Vice President, Private Wealth Manager at
Bernstein Private Wealth Management
September 2018 - October 2019
Financial Consultant at
Fidelity Investments
July 2015 - September 2018
Financial Representative at
Invesco US
January 2015 - July 2015
Sam Khan Cfp
Education
Regis University, Masters
January 2011 - January 2013
University of Colorado Boulder, Bachelors Of Arts
January 2006 - January 2011
Frequently Asked Questions about Sam Khan Cfp
What is Sam Khan Cfp email address?
Sam Khan Cfp's primary email address is ********@regis.edu. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sam Khan Cfp work for?
Sam Khan Cfp is a Regional Vice President at Mercer Advisors, a company specializing in Monetary Authorities-Central Bank.
Where Sam Khan Cfp graduated from?
Sam Khan Cfp holds a degree in Business Administration from Regis University.
How can I directly contact Sam Khan Cfp?
To contact Sam Khan Cfp directly, you can use the email address ********@regis.edu. Complete contact information is available upon registration with Muraena.
Who is Sam Khan Cfp?
Sam Khan is a seasoned financial professional with a robust background in wealth management and financial consulting. With an MBA from Regis University and a BA in Political Science from the University of Colorado at Boulder, he has cultivated a diverse skill set that includes fiduciary responsibilities and impact investing. Sam began his career at OppenheimerFunds and honed his expertise at Fidelity Investments, where he was recognized for his client-centric approach. As the Regional Vice President at Mercer Advisors, he now guides ultra-high-net-worth families and businesses in navigating their financial landscapes. Outside of work, Sam is passionate about fitness and nutrition, having previously owned a sports nutrition store. His multicultural background, being fluent in Bengali, adds a unique perspective to his professional interactions. Sam's commitment to continuous improvement and client success sets him apart in the financial industry.
Sam`s contact details
********@regis.edu
*****@merceradvisors.com
Colleagues
Regional Vice President
Board Member
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Senior Vice President and Relationship Manager
Regional Vice President
Vice President of Inside Sales
Regional Vice President
Senior Wealth Advisor
Chief Marketing Officer
VIce President Business Development