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
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