On the Connie Pheiff Show we discuss building a lifestyle business. We cover topics that help today’s most daring minds who are hungry for more turn a successful career into a sustainable Lifestyle Business. It's time to Sit down, lie down, or squat down & turn up the volume, the Connie Pheiff Show – starts right now.
More Money in your Pocket With Sameer Somal
Sameer Somal is the Chief Financial Officer at Blue Ocean Global Technology and Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co.
His fiduciary responsibility at Ernst & Young and Advisor Compliance Associates include helping asset management and alternative investment companies adapt to Sarbanes-Oxley. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM.
Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA. A senior financial services leader on industry roundtable and panel discussions, CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate.
He is an active member at CFA Institute, serves on the Advisory Executive Council of the Women Economic Forum (WEF), and is a Board Advisor at the iPlan Education Institute in New Delhi, India.
A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is subject matter expert witness and a frequent speaker on the digital revolution, reputation management, succession planning, technology, diversity, financial planning, entrepreneurship, and leadership.
In May of 2017, he was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.
Learn more about Sameer Somol at his website: blueoceanglobaltech.com
Lifestyle * Leadership * HIGH-PERFORMANCE-HABITS
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