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Sam Khan Cfp

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Sam Khan Cfp

Regional Vice President | Mercer Advisors

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Sam Khan Cfp

Work Experience

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Regional Vice President at

Mercer Advisors

Present

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Regional Vice President at

Mercer Advisors

October 2019 - Present

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Vice President, Private Wealth Manager at

Bernstein Private Wealth Management

September 2018 - October 2019

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Financial Consultant at

Fidelity Investments

July 2015 - September 2018

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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

mail

********@regis.edu

*****@merceradvisors.com

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