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Samuel Knowles

Samuel Knowles

Followers of Samuel Knowles1000 followers
location of Samuel KnowlesGreater Houston

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  • Timeline

  • About me

    Investment Banking Senior Associate

  • Education

    • Saïd Business School, University of Oxford

      -
      Business Seminar for Social Enterprise

      Was a member of student market research team that performed the market research for PFEEF UK which contributed to the launch of the organization.

    • Brigham Young University Marriott School of Business

      2015 - 2018
      Bachelor of Finance 3.8

      Activities and Societies: BYU Finance Society, Phi Eta Sigma

  • Experience

    • The Church of Jesus Christ of Latter-day Saints

      Aug 2014 - Nov 2015

      • ITS Customer Service Representative

        Apr 2015 - Nov 2015

      • Customer Service Representative - Finance Subject Matter Expert

        Aug 2014 - Apr 2015

    • EPIC Ventures

      Jan 2017 - Apr 2017
      Junior Analyst

      EPIC Ventures is a premier early stage software and Internet infrastructure venture firm whose mission is to back entrepreneurs and companies positioned to lead the information economy of tomorrow. We bring the collective operational and financial experience of our partnership, our world class advisors, and our extensive network of technology industry contacts to engage and ensure our portfolio's success. Our philosophy is very simple. We get results, we get exits. People, products and passion drive our time and resources. Show less

    • Federal Deposit Insurance Corporation (FDIC)

      Jun 2017 - Aug 2017
      Financial Management Program Intern - Risk Management

    • Deseret Mutual Benefit Administrators (DMBA)

      Jan 2018 - May 2018
      Private Equity / Private Debt Intern

    • ExxonMobil

      Aug 2018 - Dec 2019
      Financial Analyst

    • EY

      Jan 2020 - Sept 2021
      Investment Banking Analyst

    • Caber Hill Advisors

      Sept 2021 - now

      • Senior Associate

        Jul 2023 - now

      • Investment Banking Associate

        Sept 2021 - Jul 2023

  • Licenses & Certifications

    • Series 79

      FINRA
      Mar 2021

    • SIE

      FINRA
      Oct 2020

    • Series 63

      FINRA
      Feb 2020

  • Volunteer Experience

    • Volunteer Representative

      Issued by The Church of Jesus Christ of Latter-day Saints on Mar 2012
      The Church of Jesus Christ of Latter-day SaintsAssociated with Samuel Knowles

    • Finance Intern

      Issued by CharityVision - Mabuhay Deseret Foundation on Aug 2015
      CharityVision - Mabuhay Deseret FoundationAssociated with Samuel Knowles