Sammy is a consultant F2 Strategy who specializes in data migrations, portfolio accounting and enterprise system implementations within the investment management industry. He has led complex data conversions and onboarding initiatives that align technology, operations, and finance. Improving reporting accuracy, data integrity, and scalable system performance. Prior to joining F2, Sammy led enterprise onboarding initiatives, supporting UAT, reconciliation and system configuration for asset management and strategic insurance clients. Based in New York, he’s driven to solve complex financial data challenges and foster continuous improvement. Outside of work, Sammy enjoys time with family, outdoor activities, and ongoing personal/professional growth.

What would you tell someone just starting out in the industry right now?

Given the direction our industry is heading, particularly with the rapid advancement of AI and evolving financial technology, I would encourage new professionals to intentionally develop both their technical expertise and their financial acumen. The intersection of those two skill sets is where real impact is created. 

Equally important, don’t hesitate to ask questions and build relationships early. This is a highly collaborative industry and isolating yourself limits both growth and perspective. Some of the most valuable lessons come from cross-functional conversations and shared problem-solving. I often say, “Work is always going to be work, but it has to make sense.” When you combine a strong technical/financial foundation with collaboration and curiosity, the objectives become clearer, learning accelerates and the work becomes far more meaningful.

What does the phrase, “Do Good with Tech” mean to you?

To me, “Do Good with Tech” means using technology as an enabler; not a replacement for thoughtful problem solving. Technology should enhance clarity, improve decision making and create efficiency. But it should never replace accountability, judgment, or human collaboration. In this industry, where data integrity and financial accuracy are critical, technology must be deployed intentionally. Strengthening transparency, improving reporting and aligning with real business objectives. Ultimately, it’s about using technology to simplify complexity, elevate standards and empower people to perform at a higher level.

Who or what inspires you in your job?

I’m inspired by identifying “the path forward”, especially when it’s not immediately obvious. Complexity doesn’t discourage me, it motivates me. I enjoy breaking down fragmented challenges, mapping out the progression from point A to B to C and creating structures where there initially seems to be none.