The amazing Sameer Somal, CFO of Blue Ocean Global Wealth and Blue Ocean Global Tech demonstrated in a real way why both of his companies are so successful and it comes to down to putting people and relationships first, both inside and outside of their organization. They value innovation, creativity, flexibility and education and they use these values to foster great working relationships, with clients and with employees. In fact, their flexibility allows for women to rejoin the workforce after childbirth in a way that makes sense for the individual and their family. Sameer is an educator and at Blue Ocean Global Tech, he loves to find solutions and help clients make their dreams come true. If the heart of a company is it’s leaders, then Sameer and Rita are amazing people.
Prior to co-founding Blue Ocean Global Wealth, Sameer was a Senior Investment Analyst at The Bank of Nova Scotia, and an Investment Banking Intermediary at Merrill Lynch & Co., and a Private Banker at Morgan Stanley. As an intermediary at Merrill Lynch & Co. Inc., Sameer fostered national partnerships, conducted middle-market valuations, and ensured that clients make the most prudent technology resource allocations. As part of the Investment Strategy Group at The Bank of Nova Scotia, Sameer actively wrote white papers, delivered keynote presentations, and engaged in institutional business development. Sameer is passionate about helping clients improve profitability, build brand equity, and adapt to the Digital Revolution. Sameer is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. In May of 2017 was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.