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Associate - Operations & Investment Banking
Sam joined First Liberties Financial in 2025 and supports the firm’s investment banking, operations, and capital markets initiatives. In this role, he works directly with senior leadership and has gained experience in financial analysis, due diligence, investor outreach, strategic research, and client engagement support.
Sam also contributes to the firm’s internal AI initiatives, helping identify and implement ways to improve workflows, efficiency, and technology adoption across the business. Sam graduated from the University of Tampa with a Bachelor of Science in Finance.
Licenses: Series 7