Sam is the Director of Business Development and Strategy. Sam has been in the financial services industry for over 30 years and had previously been in leadership roles at Wells Fargo Funds and Broadridge Financial Services. Sam was at SFS for almost 12 years in a previous role where he was instrumental in bringing new functionality to MARS including ETF Reporting, 22c-2 and prospectus compliance, MARS mobile, integration of intermediary feeds and 3rd party data. Sam received a Bachelor of Arts in Philosophy from Harvard University.