Sammy Drei
Portfolio Management at Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Dallas, Texas, United States, US
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Credentials
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Microsoft Excel (Office 2019) Certification
MicrosoftMar, 2023- Nov, 2024 -
General Line - Life, Accident, Health and HMO
Texas Department of InsuranceJun, 2021- Nov, 2024
Experience
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Luminate, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Financial Services
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1 - 100 Employee
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Portfolio Management
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Jul 2023 - Present
Asset Management Team Asset Management Team
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Family First Life
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United States
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Financial Services
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700 & Above Employee
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Insurance Agent
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Jul 2021 - Jul 2023
Insurance Agencies and Brokerages Insurance Agencies and Brokerages
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American Income Life: AO
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Insurance
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700 & Above Employee
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Insurance Agent
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Jan 2020 - Nov 2022
Insurance Agencies and Brokerages Insurance Agencies and Brokerages
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G2 Petroleum, LLC.
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United States
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Oil and Gas
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1 - 100 Employee
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Oil and Gas Sales Representative
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Oct 2016 - Nov 2019
Oil and Gas Brokerage Oil and Gas Brokerage
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Education
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University of North Texas
Bachelor of Business Administration - BBA, Finance -
2017 - 2018
Collin College
Associate's degree, Business Administration and Management, General
Community
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