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Sam Kramer is a seasoned finance expert with a proven track record of delivering exceptional results in portfolio management, financial analysis, and customer service. As Vice President at Cedar Rapids Bank & Trust, he has spearheaded the Specialty Finance Group for over five years, leveraging his expertise in risk management, asset management, and financial reporting to drive business growth.
Prior to his tenure at Cedar Rapids Bank & Trust, Kramer worked as a Due Diligence Analyst at Berthel Fisher & Company Financial Services, Inc., where he analyzed alternative investments and ensured their quality for sales representatives nationwide. He also interned at AEGON Asset Management, where he contributed to the Low Income Housing Tax Credit department and assisted Asset Managers with their real estate portfolios.
Kramer holds a Bachelor of Science degree in Finance from Iowa State University, where he was an active member of the Delta Sigma Pi Business Fraternity. With extensive experience in finance, investments, and customer service, he is well-equipped to provide strategic guidance and support to organizations seeking to optimize their financial performance.
Experience
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United States
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Banking
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100 - 200 Employee
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Vice President - Specialty Finance Group
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Jun 2019 - Present
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Associate - Specialty Finance Group
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Jul 2015 - Jun 2019
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Associate Relationship Manager
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Jun 2012 - Jul 2015
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Berthel Fisher & Company Financial Services...
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Marion, Iowa
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Due Diligence Analyst
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Mar 2010 - Jun 2012
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Marion, Iowa
Analyzed different alternative investments and ensured their quality for the sales representatives across the country.
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Intern
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Jan 2009 - Aug 2009
I worked in the Low Income Housing Tax Credit department and helped the Asset Managers with their real estate portfolios.
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Education
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2005 - 2009Iowa State University - College of Business
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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