Sam Nasrah

Experience

• 

  American Express Financial Advisors

  Jun 2004 - Jul 2005

  Financial Advisor
• 

  Putnam Investments

  Sept 2005 - Nov 2016

  • Regional Investment Consultant (External Wholesaler)

    Apr 2012 - Nov 2016

  • Regional Marketing Associate

    Sept 2005 - Apr 2012
• 

  Merrill Lynch Wealth Management

  Sept 2017 - Nov 2019

  Financial Advisor

  At The Cafaro Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we'll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.

• 

  BAM Partners

  Nov 2019 - Mar 2020

  Director of Business Development and Sales

  As Head of Business Development for BAM Partners my responsibilities included raising assets for the top 1% of entrepreneurs in the alternative space. I worked closely with UHNW investors, RIA's Family Offices and PE funds. I also assisted with deal flow, due diligence, investor relations, coordinating seminars and managing our investor consultants channel.

• 

  F45 northborugh

  Jan 2020 - now

  Owner
• 

  Laffer Tengler Investments

  Jan 2021 - Feb 2023

  External Wholesaler