Samuel Deane joined Sagemark Consulting as a Client Relationship Manager to Ivy Menchel in 2017. He supports the practice with assisting high-net-worth individuals, business owners, creative and performing artists and retiree clients in the areas of comprehensive financial, business succession and estate planning. Samuel leads client service projects, overseeing investment processing, preparing portfolio reviews, proposals, presentations and planning client events to continue expanding the level of service we provide to our valued clients. He provides operations management, tracking all aspects of financial planning, implementation and service tasks in a central system, customizing database technology for the practice.
In his spare time, Samuel enjoys exercising, traveling and cooking. Samuel hold a Bachelor’s of Science Degree from the University at Albany and a Master’s in Business Administration Degree from Hofstra University’s Frank G. Zarb School of Business, where he received several academic and community awards. In addition, Samuel is currently fulfilling his education requirement, pursuing th CFP® certification.