As a Process Specialist at CRS, Sam serves as a liaison for clients, setting appointments, greeting and providing support on behalf of the CRS advisor group. He is also in our advisor training program and aspires to further his knowledge through training, development and examination completion.
Sam is from Granville, Ohio a small college town east of Columbus. In May of 2018 he graduated from DePauw University in Greencastle, Indiana where he earned a Bachelor of Arts in Economics with a concentration in finance. While at DePauw Sam was a member of numerous campus organizations including the NCAA Men’s Swimming and Dive team and the Beta Theta Pi Fraternity.
In his professional career Sam has had financial services internships that include experience in banking security and financial advising.
In his free time Sam enjoys working out, keeping up with Ohio and Indiana professional sports teams (this includes the Browns) and exploring breweries/restaurants in the Midwest with his friends and family.