BACKGROUND
Jeff Sams is a Managing Director and Head of the Financial Strategies Group at Northland Securities. He leads a team responsible for Bond Analytics, Municipal Bond Credit Support, Asset Liability Management Reporting, Bond Portfolio Accounting, and RIA Performance Reporting for firm clients. Jeff has over 20 years of experience in the financial services industry.
EDUCATION
Jeff has earned the Chartered Financial Analyst® (CFA®) designation passing each exam on the first attempt, has a degree in Finance from the Carlson School of Management at the University of Minnesota, and has attended the Financial Manager’s School at the Graduate School of Banking in Madison, Wisconsin.
PROFESSIONAL LICENSES/REGISTRATIONS
Jeff holds and maintains the FINRA Series 7 General Securities Representative, Series 24 General Securities Principal, Series 53 Municipal Securities Principal, Series 52 Municipal Securities Representative, Series 66 Uniform Combined State Law, and Series 63 Uniform Securities State Law Exam registrations, and is a Chartered Financial Analyst® (CFA®) Charterholder.
NORTHLAND SECURITIES, INC.
Northland Securities, Inc., Member FINRA/SIPC, Registered with SEC and MSRB, is a diversified financial services firm, including investment banking and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors. Northland is a leading underwriter of tax-exempt bonds in the Midwest (Bloomberg Finance L.P., Annual League Tables Rankings, Full Year) and is recognized for its equity markets research and specialization in finance and capital market access for corporate, government, and non-profit clients.
Registration does not imply a certain level of skill or training.