Since 2016, Sam Patrick Wells has been working in Waller Helms Advisors situated 226, 226. This professional is a high-skilled Investment Banking Analyst at Waller Helms Advisors with over nine years of work experience. According to Sam's CV and work profile, Sam Patrick Wells has worked at more than six places with diverse backgrounds and got various skills. Sam attended school at the Creighton University from 2012 to 2016. Sam can be found in Chicago, Illinois – where this person is currently located. You can search for the person's phone number and email. We can also provide you with additional contact information upon request.
Name variants:
Samson Wells,
Samuel Wells,
Samantha Wells
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 9, 2022
Email
sa**@gohealthinsurance.com, sw**@mccarthycapital.com
Location
Chicago, IL
Company
Workplace
Investment Banking Analyst at Waller Helms Advisors
Chicago, IL
Industry
Investment Banking, Nonclassifiable Establishments
Colleagues
Work History
Investment Banking Analyst at Waller Helms Advisors
205 west Wacker Dr, Chicago, IL 60606
Waller Helms Advisors is an investment bank focused on the insurance and healthcare services industries. Our team has more than six decades of combined experience advising, financing or work...
Jun 2016 — Aug 2018
Financial Analyst Intern
1601 Dodge St SUITE 3800, Omaha, NE 68102
Analyze financial statements and conduct due diligence related to underwriting
Research prospective investment targets in various industries
Support the investment team and partners throu...
Apr 2015 — Apr 2016
Financial Analyst Intern
3717 Harney St, Omaha, NE 68131
Perform financial analysis and modeling of portfolio companies in e-commerce and web services
Execute industry and company research on prospective, as well as existing portfolio companies
...
Apr 2014 — Apr 2015
Investment Analyst
Longmont, CO
Worked in Redtail, uploaded trades off the Bloomberg, observed daily operations of the workplace, put together quarterly reports and created a variety of spreadsheets using Microsoft Excel o...
May 2013 — Aug 2013
Chief Executive Officer
Founded and managed business with up to 150 clients and 20 staff members.
Started in 2008 with a net profit of $750 and grew my net profit to $8,500 in 2012.
Gross revenue topped out at $...
May 2008 — Aug 2013
Education
2012 — 2016
Occupations
Executive
Director
Financial Broker
Investment Banking Analyst
IT Professional
Information Technology Specialist
Accountant
Financial Analyst
Apprentice
Operations Manager
Banker
Financial Services Sales Agent
IT Specialist
Student Worker
Skills
Microsoft Excel
Finance
Leadership
Investments
Management
Entrepreneurship
Venture Capital
Committed To Professionalism
Executive Management
FAQs about Sam Patrick Wells
What is the main profession of Sam Patrick Wells?
This professional's job is Director, Corporate Strategy
What are the main profession of This expert?
These person's professions are Executive and Director
Where does Sam Patrick Wells currently live?
Chicago, Illinois is the place where Sam Patrick Wells lives
What is the professional's email?
Sam Patrick Wells's email is sa**@gohealthinsurance.com and sw**@mccarthycapital.com.
How many companies did Sam Patrick Wells work at?
The professional worked at six jobs.
What education does Sam Patrick Wells have?
Sam studied at the Creighton University from 2012 to 2016.
What is the industry that Sam Patrick Wells worked in?
This professional works in Information Technology And Services industry.
Are there any professional skills, that Sam Patrick Wells has?
This professional has the following skills: Microsoft Excel, Finance, Leadership, Investments, Management, Entrepreneurship, Venture Capital, Committed To Professionalism, and Executive Management.