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Sam Needham

Sam Needham

Followers of Sam Needham1000 followers
location of Sam NeedhamNashville, Tennessee, United States

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  • Timeline

  • About me

    Partner & Wealth Advisor @ Constellation Wealth Advisors

  • Education

    • The University of Alabama

      -
      Bachelor’s Degree Commerce and Business Administration

      Activities and Societies: Capstone Men and Women Magna Cum Laude

  • Experience

    • Goldman Sachs

      Jul 2013 - Jul 2019

      • Associate, Private Wealth Management

        May 2016 - Jul 2019

      • Analyst, Operations

        Jul 2013 - May 2016

    • J.P. Morgan

      Jul 2019 - Mar 2023

      • Vice President, Private Bank

        Jan 2021 - Mar 2023

      • Associate, Private Bank

        Jul 2019 - Jan 2021

    • Constellation Wealth Advisors

      Apr 2023 - now
      Partner & Wealth Advisor

  • Licenses & Certifications

    • Series 3

      FINRA (Financial Industry Regulatory Authority)

    • Series 63

      Financial Industry Regulatory Authority (FINRA)

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

  • Volunteer Experience

    • Board Member

      Issued by Martha O'Bryan Center on Jul 2020
      Martha O'Bryan CenterAssociated with Sam Needham

    • Past Member

      Issued by The Phoenix Club of Nashville on Jan 2020
      The Phoenix Club of NashvilleAssociated with Sam Needham