Sami Colleran
San Francisco, California, United States
2K followers
500 connections
About
Sami Colleran is a Senior Associate at IEQ Capital where she provides investment advice…
Activity
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We are honored to be recognized as one of Barron's Top 100 RIA Firms again in 2024. Thank you to our clients for your continued confidence and…
We are honored to be recognized as one of Barron's Top 100 RIA Firms again in 2024. Thank you to our clients for your continued confidence and…
Liked by Sami Colleran
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Look what's trending... it's great editing of this video. We did this for an estate planning conference that we're hosting in February. Consider…
Look what's trending... it's great editing of this video. We did this for an estate planning conference that we're hosting in February. Consider…
Liked by Sami Colleran
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We are delighted to announce that IEQ has entered into a strategic partnership with EPIQ Capital Group, which will result in $32 billion in RAUM…
We are delighted to announce that IEQ has entered into a strategic partnership with EPIQ Capital Group, which will result in $32 billion in RAUM…
Liked by Sami Colleran
Experience
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Education
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Chapman University
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Activities and Societies: Presidential Scholar, Chapman Ambassador Program, University Program Board, Gamma Phi Beta International Sorority, National Society of Collegiate Scholars
Graduated magna cum laude in May 2022
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Activities and Societies: Peer Assistance Leadership Program; Women's Soccer
Licenses & Certifications
Volunteer Experience
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Chapman Ambassadors Student Director of Membership
Chapman University
- 2 years 2 months
Education
• Oversee the fulfillment of membership duties for all 55 ambassadors as student director of membership
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University Program Board Member
Chapman University
- 1 year 2 months
Education
• Design large-scale yearly occurring events for student body, including Fall Concert, through team collaboration
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Volunteer
Assistance League® of Newport-Mesa
- 6 years 2 months
Children
• Volunteer at annual fundraising events and in thrift store
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Standards Committee Member
Gamma Phi Beta International Sorority
- 1 year 2 months
• Assist Standards Chairwoman in keeping members of the chapter accountable
• Effectively facilitate communication between members and Standards Committee in solving problems
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Chapman Ambassador
Chapman University
- 3 years 1 month
Education
• Represent Chapman students through personalized interactions with trustees, administrators, guests, and friends of the university at various campus events
• Work in coordination with the Office of the President, Special Events Team, and University Advancement to increase visibility of Chapman University at major events including fundraising, charity, and business engagements
Courses
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Business Analytics
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Business Calculus
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Business Ethics
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Business Statistics
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Business and Professional Communication
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Financial Accounting
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Financial Management
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Legal Environment of Business
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Macroeconomics
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Management Information Systems
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Management of Organizations
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Managerial Accounting
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Marketing
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Microeconomics
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Honors & Awards
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Provost List
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I was honored on the Provost List at Chapman University. Each semester the Office of the Provost publishes a list of students honored for their academic excellence. Academic excellence is measured by maintaining a 3.60 GPA or higher in at least 12 credits.
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Presidential Scholar
Chapman University
I received the Presidential Scholarship at Chapman University for my four years as an undergraduate student. This scholarship was awarded based on high school performance and is the highest merit scholarship offered at Chapman University.
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Academic Letter with Honors
Corona Del Mar High School
I received an Academic Letter with Honors. This is awarded to Junior and Senior High School Students with a cumulative weighted GPA of 4.0 or higher.
More activity by Sami
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I am excited to announce that I have recently joined IEQ Capital following the successful completion of my MSF from the University of San Diego -…
I am excited to announce that I have recently joined IEQ Capital following the successful completion of my MSF from the University of San Diego -…
Liked by Sami Colleran
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I’m happy to share that I’m starting a new position as the Acquisitions and Development Coordinator at A24! #indiefilms
I’m happy to share that I’m starting a new position as the Acquisitions and Development Coordinator at A24! #indiefilms
Liked by Sami Colleran
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In the last 6 years, I have worked with PwC, State Street, Deloitte, Ares Management and currently associated with EY. And I have good connections with all my former teammates 😇. I enjoyed working with so many different teams and different roles in different cities/nation. I never had any issues adjusting to the new environment and new organizations because - 1) I always discuss my role and expectations during the interview. 2) I work hard on the basics of my job to start without any trouble. 3) I always set up calls/meetings with my immediate Senior to set the goals and understand the process. 4) I put in extra hours to learn the technology of the organization. 5) I make sure I am getting real-time feedback and improving things. 6) And at last I put in 2x of effort during the Notice Period. Learning from so many people has been a great experience so far! #jobchange
2 Comments -
Cooper Milano
In the world of financial services, the accuracy and efficiency of fee billing cannot be understated. Whether you’re a wealth manager, asset manager, broker-dealer, or RIA, effective fee billing is critical to operational integrity and revenue collection. Fee billing goes beyond sending out invoices—it’s about precise data management, exact calculations, and timely delivery. It impacts client trust and satisfaction, underpinning the reliability and professionalism of your firm. Inaccuracies can lead to significant financial discrepancies and harm client relationships. Investing in robust billing systems is essential for maintaining competitiveness and compliance in this dynamic industry. Here at Broadridge, we’d be happy to discuss best practices for optimizing billing operations and enhancing your revenue. https://lnkd.in/e85RnjCi #Finance #RevenueManagement #FeeBilling #FinancialServices
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