In his role on our wealth management team, Sam focuses on building strong relationships and making sure each client feels supported from day one. As a Client Relationship Specialist, he plays an important role in helping our clients navigate their financial journey with confidence. Whether he’s helping coordinate account details or keeping processes moving behind the scenes, Sam is right there alongside our clients every step of the way.
Sam brings a strong background in account management, project management, and customer success to the Conrad Siegel team. He’s worked across a variety of industries in the B2B space, including e-commerce, marketing, and web-based projects. His career has always centered around supporting clients and making sure projects are completed on time and with exceptional results.
Outside of work, Sam enjoys cooking, reading, golfing, and, most of all, spending time with his wife, daughter, and their cat.