Sammie Booth, CIMA® CRPC®

Waitress

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New York City Metropolitan Area

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Timeline
About me
Assistant Vice President & Portfolio Manager at Hudson Valley Investment Advisors
Education
- Drew University
  2015 - 2019
  Bachelor’s Degree Business/Managerial Economics
Experience
- The Original Pancake House Dallas-Ft. Worth-Houston 2013
  Nov 2013 - Apr 2014
  Waitress
- Twin Boro Physical Therapy
  Aug 2014 - Aug 2015
  Physical Therapy Aide
- Market Street Mission
  Aug 2016 - Jan 2017
  Development and Finance Department Intern
- John J. Murphy
  Nov 2016 - Apr 2017
  Social Media Consultant
- Drew University
  May 2017 - May 2018
  - Resident Assistant
    Aug 2016 - May 2018
  - Title IX Intern
    May 2017 - Aug 2017
- Haymarket Wealth Management
  Jun 2018 - Aug 2018
  Summer Finance Intern
- Merrill Lynch
  Dec 2018 - Feb 2022
  - Investment Management Specialist
    Sept 2020 - Feb 2022
  - Analyst - Business Development
    Mar 2020 - Sept 2020
  - Registered Client Associate
    Aug 2019 - Mar 2020
  - Client Associate
    May 2019 - Aug 2019
  - Seasonal Client Associate
    Dec 2018 - May 2019
- Hudson Valley Investment Advisors, Inc.
  Feb 2022 - now
  - Assistant Vice President & Portfolio Manager
    Feb 2024 - now
  - Portfolio Manager
    Feb 2022 - now
Licenses & Certifications
- Certified Investment Management Analyst (CIMA)
  Investment and Wealth Institute
  Oct 2020
- Investments & Wealth Institute Member
  Investments & Wealth Institute
  May 2020
  View certificate
- Series 66
  NASAA
  Aug 2019
- Securities Industry Essentials
  FINRA (Financial Industry Regulatory Authority)
  Mar 2019
- Series 7TO General Securities Representative
  FINRA
  Jun 2019
- Chartered Retirement Planning Counselor
  College for Financial Planning
  Jan 2020
Honors & Awards
- Awarded to Sammie Booth, CIMA® CRPC®
  Omicron Delta Epsilon Induction- Economics and Business Honors Society Drew University April 1, 2018
- Awarded to Sammie Booth, CIMA® CRPC®
  Psi Chi Induction- Psychology Honors Society Drew University April 1, 2018
- Awarded to Sammie Booth, CIMA® CRPC®
  Make a Difference Award Pathways for Exceptional Children May 1, 2015
Volunteer Experience
- Volunteer Work
  Issued by Market Street Mission on Aug 2016
  Associated with Sammie Booth, CIMA® CRPC®
- Health Aid
  Issued by Adult Day Center on Sept 2015
  Associated with Sammie Booth, CIMA® CRPC®