Samuel Lees, Cfa
About Samuel Lees, Cfa
Samuel Lees, CFA, is an Internal Wholesaler specializing in 401(k) Retirement Sales at Transamerica, where he has worked since 2015. He has a diverse background in banking and finance, with previous roles at Wells Fargo and experience in sports management.
Work at Transamerica
Samuel Lees has been employed at Transamerica since 2015, serving as an Internal Wholesaler focused on 401(k) Retirement Sales. His role involves promoting retirement solutions and assisting clients in navigating their options. During his tenure, he contributed to the Mid Market retirement team, which achieved notable sales milestones, including consistently selling $200 million in plan assets and reaching $300 million in sales in a single year. His performance led to invitations to the Transamerica Top Trip from 2017 to 2020, recognizing him as a leader within the sales team.
Education and Expertise
Samuel Lees earned a Bachelor of Arts degree in Economics from the University of Colorado Boulder. He has also successfully completed the Chartered Financial Analyst (CFA) designation program in three years while working full-time. This educational background equips him with a strong foundation in financial analysis and investment management, enhancing his capabilities in the financial services industry.
Background
Before joining Transamerica, Samuel Lees held various positions at Wells Fargo. He worked as a Senior Personal Banker from 2013 to 2015 and as a Personal Banker from 2012 to 2013. His earlier roles at Wells Fargo included Customer Service Sales Representative and Bank Teller. Additionally, he has experience in the hospitality sector, having served as Head Tennis Pro at VIVA WYNDHAM RESORTS in 2009 and as Assistant Land Sports Manager at Club Med in 2006.
Achievements
Samuel Lees has made significant contributions to his team at Transamerica, including envisioning and developing a mutual fund focus list template that is now utilized as a division-wide resource. His sales achievements and leadership recognition reflect his commitment to excellence in the financial services sector.