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Harvey Samachson
Wealth Advisor at Dynamic Wealth Advisors
Seasoned financial professional with 40+ years of experience in the industry.
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Location
Greater Philadelphia, US
Bio
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Topline AI
Harvey Samachson is a seasoned financial professional with over 40 years of experience in the industry, holding various titles including Financial Advisor, Vice President-Investments, and Wealth Advisor. He has worked with prominent companies such as Merrill Lynch, Wells Fargo Advisors, and Dynamic Wealth Advisors.
Harvey holds a Master of Business Administration (M.B.A.) from Rutgers, The State University of New Jersey-Newark, and a Bachelor's Degree from American University.
Experience
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Wealth Advisor
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Feb 2018 - Present
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Financial Advisor, Vice President-Investments
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Jul 2009 - Feb 2018
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Merrill Lynch
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Yardley, PA
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Financial Advisor, Vice President
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Nov 1988 - Jul 2009
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Yardley, PA
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Education
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1977 - 1979Rutgers, The State University of New Jersey-Newark
Master of Business Administration (M.B.A.), Finance -
1970 - 1974
American University
Bachelor's Degree, American Studies -
1968 - 1970
Pennington School
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Investment Banking”
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