Asset-Map
Samantha Wiktor is a Customer Success Advisor at Asset-Map since August 2023, bringing diverse experience in customer relations and operations from previous roles as a Partnerships Specialist at OnSiteIQ, a Branch Operations Manager at Edward Jones, and a Lead Teller Manager and Compliance Officer at Wells Fargo. Samantha's career began as a Member Relations Specialist at Randolph Brooks Federal Credit Union. Educational qualifications include an Associate of Arts in Entrepreneurial and Small Business Operations from San Antonio College and an aPHR certification in Human Resources Management from HRCI.
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Asset-Map
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Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. We live by the idea that a simple visual approach can be a better way for financial advisors to interact with clients. Our technology helps to visualize a client’s complete financial inventory on a single page. With Asset-Map, advisors can help people see and understand their finances, track their progress towards funding goals — and as a result, make better decisions about their financial future.