Role at Appleton
Sam is a member of the Sales & Marketing Team, serving as Client Service Manager for Appleton’s Institutional Business. She facilitates the onboarding of new custodian, RIA & platform relationships, while also handling a wide variety of client service requests and overseeing the new business process.
Professional Experience
Sam’s relationship with Appleton dates to her college years when she interned over the course of three summers. Upon receiving her undergraduate degree, she joined Loomis, Sayles & Company as a Sales & Marketing Coordinator before returning to Appleton in 2013. She holds the CFA Institute Investment Foundations® Certificate.
Education
B.A., Northeastern University
Personal Notes
Sam lives in West Roxbury with her husband, daughter & Bernese Mountain Dog. In her spare time she enjoys working out, traveling, reading and watching the food network.
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