Sam Mar

Founder & CEO

• Launched a collaborative funding platform enabling individuals to make micro investments into local, small businesses
• Wrote business plan, created financial projections, assembled founding team and advisory board
• Candidate company for Houston Technology Center IT Acceleration Program
• Presented at Rice University Venture Forum, featured in Houston Chronicle
• Voted top four at 3 Day Startup, pre-seed accelerator program at Austin Technology Incubator

Client Advisor

• Advised accredited investors on private placement life insurance, cross-border tax and estate planning, and portfolio management solutions
• Managed key relationships with asset managers, IRA custodians, insurance carriers, private banks, lawyers, and tax professionals
• Supported development and launch of allocated precious metals storage program (gold, silver, platinum, palladium)
• Prepared and presented business development proposals to CEO for entry into Taiwan market (including tax compliance issues)

Relationship Manager

• Bank rotational program: client advisory, trade floor, credit department, foreign exchange, back-office, and investment management
• Made portfolio recommendations using asset allocation models for existing and potential HNW clients
• Contributing editor to “Monthly Focus” investment newsletter, “Market Pulse” technical analysis publications, and short term trading ideas
• Launched two emerging market multi-currency structured products with a total asset size of USD 10MM for Asian market
• Built financial model to monitor bank’s loan coverage ratio for EUR 23.2MM Equity Release Program in Spain
• Designed CPPI based savings plan in conjunction with GAM Asset Management
• Collaboration with Bank of China to launch Olympic Games investment vehicle, raised EUR 6MM

Consultant

• Trained in Informatica PowerCenter Extract Transform Load (ETL) tool for migrating legacy databases
• Supported development of telecommunications “Store of the Future” prototype retail distribution center
• Responsible for analysis and compliance for multinational SAP implementation

IE Business School

University of Texas at Austin: McCombs