Brad Sams
About Brad Sams
Brad Sams is a Financial Education Project Manager at Alight Solutions, with a background in management and training within the financial sector.
Title and Current Work
Brad Sams is the Financial Education Project Manager at Alight Solutions, working virtually since November 2019. In this role, he develops and presents financial education programs aimed at enhancing the financial wellbeing of employees at Fortune 500 companies. These programs are designed to empower individuals to make confident financial decisions.
Career History at Franklin Templeton
Before joining Alight Solutions, Brad Sams had an extensive career at Franklin Templeton. He worked as the Curriculum Manager at Franklin Templeton Academy from 2010 to 2019, and prior to that, as the Fund Information Manager in Global Product Strategy from 2001 to 2010. Initially, he began his tenure at Franklin Templeton as the Internal Sales Manager/Supervisor in the Financial Institutions Division, a position he held from 1997 to 2001. His career spans over two decades in the financial sector, primarily in the Tampa/St. Petersburg, Florida area.
Educational Background
Brad Sams holds a Bachelor of Business Administration (BBA) in Entrepreneurship/Entrepreneurial Studies from the University of Miami Herbert Business School. Additionally, he has completed the CFP Certification Professional Education Program at the College for Financial Planning. This solid educational foundation supports his work in financial education and management.
Skills and Expertise
Brad Sams combines analytical sense and creative thinking skills to deliver pragmatic know-how and actionable ideas in financial education. With a strong background in both management and training within the financial sector, he creates content aimed at improving financial wellbeing and empowering individuals to make confident financial decisions. His expertise allows him to effectively manage and develop financial education projects tailored for various audiences, particularly within Fortune 500 companies.
Project Management in Financial Education
As the Financial Education Project Manager at Alight Solutions, Brad Sams is responsible for overseeing financial education projects. He develops tailored programs for Fortune 500 companies and delivers these programs virtually. His role involves combining detailed analytical insights with creative strategies to produce actionable financial education content that promotes financial literacy and wellbeing.