Sam Christie

Relationship Manager at Aegis Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Jan 2023 - Present

  • Valley Bakers Cooperative Association
    • Appleton, Wisconsin, United States
    • Cold Storage Forklift Operator
      • May 2021 - Jan 2023

      - Picked specific food products for customers with a forklift in sub-zero temperatures - Prepared facility for company audit - Picked specific food products for customers with a forklift in sub-zero temperatures - Prepared facility for company audit

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisory Intern
      • Jun 2022 - Sep 2022

      Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest.

    • United States
    • 1 - 100 Employee
    • Financial Representative
      • May 2021 - Oct 2021

      -Networked with current and potential clients -Conducted Market Surveys -Tested financial concepts -Analyzed Case Studies -Networked with current and potential clients -Conducted Market Surveys -Tested financial concepts -Analyzed Case Studies

    • United States
    • Farming
    • Private Plant Breeder's Assistant
      • Jun 2017 - Sep 2020

      - Facilitated all business activities while my employer was in the hospital for heart surgery, showing responsibility and dependability - Completing a variety of duties by their corresponding deadlines - Facilitated all business activities while my employer was in the hospital for heart surgery, showing responsibility and dependability - Completing a variety of duties by their corresponding deadlines

    • United States
    • Photography
    • Grounds Manager
      • May 2012 - Sep 2020

      - Lead small crews to manage garden center and perform small landscaping jobs around the Chain O' Lakes area, gaining leadership experience - Gained insight into sales functions and interacted with customers regularly - Organized large sales events with the business owner and coworkers, displaying collaboration skills - Lead small crews to manage garden center and perform small landscaping jobs around the Chain O' Lakes area, gaining leadership experience - Gained insight into sales functions and interacted with customers regularly - Organized large sales events with the business owner and coworkers, displaying collaboration skills

    • United States
    • Mining
    • 700 & Above Employee
    • Forklift Operator
      • Jan 2019 - Jun 2019

      - Expanded knowledge of pace and operations at a major manufacturing foundry - Audited the thousands of different parts stored in the stock room ranging from gloves to large engines - Oversaw outgoing inventory in absence of senior employees - Expanded knowledge of pace and operations at a major manufacturing foundry - Audited the thousands of different parts stored in the stock room ranging from gloves to large engines - Oversaw outgoing inventory in absence of senior employees

Education

  • University of Wisconsin Oshkosh
    Finance, Business Administration and Management, General
    2019 - 2023

Community

You need to have a working account to view this content. Click here to join now