Sameer Samana
Stratège de marché chez Wells Fargo Investment Institute, Inc.
Profil
Mr. Sameer Samana, CFA, is a Senior Global Market Strategist at Wells Fargo Investment Institute, Inc. He produces investment advice with a primary focus on tactical asset allocation, equities and technical analysis.
Prior to his current position, he served in a variety of roles including senior international strategist, portfolio manager for the equity portion of Compass Exchange-Traded Fund (ETF) portfolios, and fixed income trader.
He has more than 20 years of experience in financial services.
He earned a Bachelor of Arts in Business Administration with a concentration in Finance from Rhodes College and is a CFA charterholder.
Postes actifs de Sameer Samana
| Sociétés | Poste | Début |
|---|---|---|
Wells Fargo Investment Institute, Inc.
 Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Stratège de marché | 01/01/2015 |
Formation de Sameer Samana
| Rhodes College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. Investment ManagersFinance Wells Fargo Investment Institute, Inc. (WFII) is a registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1995 and is a wholly-owned subsidiary of Wells Fargo Bank NA (WFB), ultimately owned by Wells Fargo & Co. WFII provides investment advisory services to various Wells Fargo lines of business within the Wealth and Investment Management (WIM) group, such as WFB’s fiduciary divisions and Wells Fargo Advisors Financial Network LLC (WFA). | Finance |
