Sophie Samuels
About Sophie Samuels
Sophie Samuels is a Product Specialist at Guideline in Portland, Maine, with a background in operations and client services across various companies.
Product Specialist at Guideline
Sophie Samuels has been serving as a Product Specialist at Guideline since 2021. Based in Portland, Maine, she brings her expertise to enhance the company's product offerings. Her role focuses on streamlining product development processes and ensuring that the company's products meet customer needs and expectations.
Previous Roles at Guideline
Before her current position, Sophie Samuels worked in various roles at Guideline. She served as a Senior Operations Analyst from 2020 to 2021 for 11 months. Prior to that, she was an Operations Analyst from 2019 to 2020 for one year. In these positions, she was responsible for analyzing and optimizing operational processes to improve efficiency and effectiveness.
Operations Experience at Element Pointe Advisors and RINET Company
Sophie Samuels expanded her operations experience at several firms before joining Guideline. She worked as an Operations and Client Service Associate in Wealth Management at Element Pointe Advisors, LLC from 2018 to 2019 for 7 months in Miami. Earlier, she was an Operations Associate at RINET Company, LLC from 2016 to 2018 for 2 years in the Greater Boston Area. These roles involved managing client accounts and enhancing operational workflows.
Educational Background
Sophie Samuels earned her Bachelor of Arts (B.A.) from Colby College, where she studied Environmental Policy and Managerial Economics from 2012 to 2016. Additionally, she studied Tropical Island Biodiversity Studies at The School for Field Studies in 2014, which took her to Bocas del Toro, Panama for a practical learning experience.
Early Career and Teaching Experience
Sophie Samuels began her career with roles in environmental studies and education. In 2015, she worked as a Teaching Assistant at Colby College Environmental Studies for 3 months in Waterville, ME. She also had a brief stint as an Associate at Green Building Worldwide the same year. In 2014, she worked as a Farm Lead at Mohawk Day Camp & Mohawk Country Day School in White Plains, NY, and she participated in a student program with The School for Field Studies in Panama.