We found the following information about Sam Eppy at The Eppy Group, where this professional has worked as a Chief Revenue Officer since 2010. Sam's total work experience is over two years, during which time Sam Eppy had at least three jobs at different places to develop professional skills. Sam studied at the University of Central Florida from 2004 to 2009. Sam received the following certifications: License In Progress, The American College, License In Progress, and Series 65. Currently, Sam lives in Fort Lauderdale, Florida. You can contact with Sam by looking for phone number or email address or get full info by requesting access to Sam Eppy's additional details from SoftwareOfficial.
Name variants:
Samson Eppy,
Samuel Eppy,
Samantha Eppy
Last updated Jun 12, 2024
Contact Information
Last Update
Jul 4, 2022
Email
s.**@eppyfinancial.com, se**@finsvcs.com, s.**@eppygroup.com
Location
Fort Lauderdale, FL
Company
Workplace
Colleagues
Work History
Chief Revenue Officer
Sam's current role in the firm is one of an advisor, manager and 2nd in command. Focusing much of his time on his own clients, Sam has been able to create a large client base of Attorneys, M...
from Jan 2010
Operations Manager
Sam joined the team directly out of college. Bringing a fresh set of eyes to the business. He learned insurance case management from scratch. Spending many late night's analyzing the busines...
May 2009 — Jan 2010
Founder
Sam co-founded a scooter and motorcycle dealership in Orlando during his senior year of college. He claims that this is one of the greatest lessons life has ever brought him. Building this b...
Jan 2007 — Mar 2008
Education
2004 — 2009
Occupations
Financial Broker
Financial Consultant
Representative
Executive
Chief Revenue Officer
Advisor
Manager
Accountant
Finance and Accounting Specialist
Operations Manager
Director of Operations
Speaker
Chief Administrative Officer
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Accounting Bookkeeper
Bookkeeper
Spokesperson
Skills
Insurance
Leadership
Finance
Fixed Annuities
Strategic Financial Planning
Strategy
Disability Insurance
Long Term Care
Life Insurance
Financial Services
Financial Advisory
Financial Planning
Strategic Partnerships
Term Life Insurance
Small Business
Crm
Entrepreneurship
Retirement Planning
Retirement
Long Term Care Insurance
Analysis
Estate Planning
Employee Benefits
Time Management
Health Insurance
Universal Life
Whole Life
Wealth
Iras
401K
Underwriting
Relationship Management
Long Term Care
Annuities
Wealth Preservation Strategies
Wealth Management Services
Pensions
Asset Allocation
Financial Planners
Tax
Financial Modeling
Asset Managment
Asset Management
FAQs about Sam Eppy
What's the main profession of Sam Eppy?
Sam Eppy is a Financial Advisor, Registered Representative.
What are the profession of Sam Eppy?
These person's professions are Financial Broker and Financial Consultant
Where does Sam Eppy live?
Fort Lauderdale, Florida is the place where Sam Eppy lives
What is the expert's email?
The expert's email is s.**@eppyfinancial.com and se**@finsvcs.com.
Where did Sam Eppy work?
Sam Eppy worked at The Eppy Group, The Eppy Group.
Does Sam Eppy have personal webpage or blog?
Sam`s website is http://www.eppyfinancial.com.
Where has Sam Eppy studied?
Sam studied at the University of Central Florida from 2004 to 2009.
What are the certifications of Sam Eppy?
The professional received the following certifications: License In Progress, The American College, License In Progress, Series 65, Series 6, 2-15 License (Life, Health, Variable Annuity), Series 63, and Series 7.