Sam Kuka
Relationship Manager @ Schwab Advisor Services
United States
Greater Orlando
Financial Services
NASD Series 7, NASD Series 63, Financial Advisory, Financial Services, Series 63, Series 7, Investment Advisory, Management, Asset Allocation, Recruiting, Strategy, Securities, Alternative Investments, Wealth Management, Business Development, Investments, Mutual Funds, Investment Strategies, Equities, Sales
Experience
Relationship Manager
Schwab Advisor Services
Regional Director - RIA Custody - East
Axos Advisor Services
Vice President, RIA Custody, Global Markets Division
Goldman Sachs
Vice President
TD Ameritrade
Hybrid Sales VP. Focus on identifying, consulting and securing new asset opportunities with RIA's, IBD registered representatives and wirehouse reps that manage, at a minimum, $100 million or more in assets. In addition, responsible for asset retention and asset growth of existing RIA clients. Geographic footprint includes Upstate NY, CT, MA and Vermont.
Education
St. John's University
Finance
Sam Kuka's Contact Information
Phone
Find the Right Leads
Find Verified Contact Data
What LeadContact does well
Find verified emails, phone numbers, and decision-makers with 98% accuracy.
Find Leads
Find the right people by company, role, industry, location, and more.
925M+ professional profiles
Find Emails
Access verified email addresses for your target contacts.
657M+ emails
Find Phone Numbers
Get cross-validated phone data from multiple top sources.
239M+ phone numbers
More Accurate. Lower Cost.
Find contact data in 1 tool with 98% accuracy
LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.
Great conversations start with the right contact.
It’s time to find yours.