Sam Farhan
About Sam Farhan
Sam Farhan is a Senior Training Specialist at TD Ameritrade with over 20 years of experience in sales, business management, and financial literacy. He has held various roles in financial institutions and holds degrees in Public Administration and Business Administration.
Current Role at TD Ameritrade
Sam Farhan currently holds the position of Senior Training Specialist at TD Ameritrade. Based in Omaha, Nebraska, United States, he has been in this role since 2018. In addition to this, Sam also serves as a Relationship Manager II - Advisor Relations at the same company. His responsibilities encompass a broad range of training and relationship management duties aimed at enhancing advisor relations and client satisfaction.
Previous Experience at Bank of America Merrill Lynch
From 2015 to 2017, Sam Farhan worked at Bank of America Merrill Lynch as a Financial Solutions Advisor in Charlotte, North Carolina, United States. During his tenure, he provided tailored financial solutions, assisted clients in comprehensive financial planning, and supported them in meeting their financial goals through a variety of investment and savings strategies.
Earlier Roles and Responsibilities
Sam Farhan's career includes significant roles at several prominent financial institutions. From 2014 to 2015, he served as a Registered Client Associate at US Bancorp Financial Inc. in Portland, Oregon, where he managed client relations and supported financial advisors. Prior to that, he was a Relationship Banker at JP Morgan Chase & Co. in New York, from 2012 to 2014. Before entering the financial services industry, Sam worked in various roles, including Business to Business Consultant at TGharris Consulting, Operations Manager at Royalty Jewelers, and National Sales Field Representative at AT&T.
Educational Background
Sam Farhan has a solid educational foundation in Public Administration and Business Administration. He holds a Bachelor of Arts in Public Administration from San Diego State University, obtained between 2008 and 2010. Before that, he earned an Associate of Arts in Public Administration from Cuyamaca College, from 2006 to 2008. Additionally, he attained an Associate of Arts in Business Administration from Oakland Community College, completed in 2002.
Skills and Expertise
Sam Farhan brings over 20 years of experience in sales, business management, and financial literacy to his roles. He is adept in wealth advising, has extensive experience in delivering presentations, and offers expert business consultation. His skill set includes excellent oral, conversational, and written communication capabilities, making him proficient in client interactions and team collaborations.