Samuel Santos

Client Management and Financial Planning in Fort Worth, Texas

Samuel Santos

Client Management and Financial Planning in Fort Worth, Texas

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I am a versatile professional with experience in spearheading the strategic implementation of client retention and management in a scrappy, sales environment. In my work, I am passionate about intersection between corporate success and customer dedication. I am looking to leverage these skills in the financial service sector.

I consider myself to be a self-starter with excellent communication skills and a proven ability to handle fluctuating and complex workloads by prioritizing accordingly to meet deadlines.

I strive to support and enhance corporate initiatives by making meaningful connections with customers, clients, and teams to accomplish established goals. To do this, I am solutions and data-focused with a “people-first” attitude. This requires leveraging outstanding interpersonal communication that underpinned by extensive team service and client management experience. My goal is to be a continuous learner and to motivate professionals and partners in growing the “customer accountability arm” of corporate success. As such, I strive to enhance corporate objectives by driving resources and solutions to work with diverse teams and accomplish established goals.

  • Education
    • LeTourneau University