QI Exchange Coordinator
Sam is a Qualified Intermediary Exchange Coordinator at Realized, serving as the first point of contact for investors looking to become more equipped to handle the exchange process. Sam’s primary focus is to find the best route to a successful exchange for each unique situation.
Sam offers experience from the financial services industry and residential lending. He joins the team at Realized after his time with Wells Fargo as a Private Mortgage Banker, where he worked to provide affluent bank clients a specialty service in originating loans. Prior to his experience in residential lending, Sam worked as a Financial Planner with 49 Financial, taking a holistic approach to servicing each client's financial goals that pertained to investments, risk management, and estate planning.
Sam currently resides in Austin with his best friend Wilson, a 3-year-old Australian Shepherd who challenges him daily to get out and be active. Sam is a graduate of Angelo State University, where he received his BBA with an emphasis in business management. He is an avid sports fan who takes pride in his loyalty to the Cleveland Browns. In his free time, he enjoys the live music scene that Austin has to offer.
Sam's ArticlesAll Articles
What Is A Preliminary Change of Ownership Report?
California residents performing a real estate transaction will be somewhat familiar with the PCOR form. PCOR stands for Preliminary Change of Ownership Report. It is found in the opening document forms (following grant deed or ...
Industry Trends for Qualified Intermediaries to Consider as Filing Deadline ...
As we approach the July 15, 2020, Internal Revenue Services filing deadline amidst the global pandemic, our team at Realized wanted to share some thoughts and statistics that we are seeing in the market. Our goal with this data is to ...