CO-FOUNDER & CEO
Sam’s goal for Upsiid is to help others access executive level management and business development teams in a way that aligns the success of Upsiid with the success of his clients. Sam has a passion for people, finance, operations and change management. He leads many of the engagements of Upsiid with the goal of helping clients better understand their organization and then using the information to make improvements across their universe.
Sam’s experience spans almost 20-years in the areas of financing, financial modeling, financial advisory, hedge funds, retirement plans, payroll tax, human resources, operations, risk management and business development. He attained these skills through formal education and practical implementation while working for a Fortune 500, Fortune 100, regional firms, including investment advisory and a family business. Sam has served in the role of CEO, CFO, VP of Operations, Financial Advisor and VP of Business Development among others.
Sam earned his Bachelor’s Degree in Business & Change Management from The Evergreen State College. He previously earned several financial designations including Series 7, Series 66 and Life & Disability Insurance. He currently holds an active Series 66.
CO-FOUNDER & CFO
Coming from two family owned businesses, Jamie starting learning the complexities of running an enterprise when she was very young. Her first taste of ‘business ownership’ came at ten years old when her grandma gave her and her brothers each a stock certificate for Disney in our Christmas stockings. She was the very proud owner of Disney World!
Jamie’s first real encounter with business ownership came through her work in our two family businesses, one which opened its doors in 1832 and other in 1919. They are both still going strong due to successful strategic planning that encompassed financial, operational and succession considerations. Being surrounded by these great business minds her whole life has provided incredible value for both her and her clients.
Jamie has also worked for large financial and accounting firms, and finds great satisfaction in bringing the skills she acquired during that time to her clients. In addition to serving as second in command for the finance division of a $50M annual revenue operation, her past experiences in auditing and financial advising have provided nearly 10 years of progressively complex engagements. Jamie is passionate about uncovering opportunities for businesses by developing financial models for use in complex decision making.
Jamie is a Hoosier, which in this case means she is an alumni of Indiana University’s Kelley School of Business where she earned a double major in Accounting and Finance. She also distinguished her education and skills by earning my Certified Public Accountant (CPA) designation. Jamie has previously held several financial designations such as Series 7, Series 66 and Life & Disability insurance licenses.
STRATEGIC BUSINESS ADVISOR
Jeri Andrews is currently the SVP, Head of Sales for a $6B private equity fund and a mentor to entrepreneurs and executives in the financial services and food tech space. Jeri is also the founder of The Lion’s Den Seattle, a partnership created with Tom Douglas to build community, jobs and cultivate mentoring opportunities across the Seattle landscape.
Through this channel she helps startups prosper, ensures established companies find talent and connects seasoned executives with inspired entrepreneurs. Jeri is intrigued by the dynamic intersection of finance and technology, and maintains close relationships across the financial ecosystem – from startups and VC’s to global institutional asset managers, pension plans and consultants.
Jeri spent 8 years at Russell Investments, where she was instrumental in building Russell Indexes from $3M to $300M in revenues and significantly diversifying their business. In 2012, as Global Head of Strategic Partnerships, she was responsible for cultivating “smart beta” through global partners, launching new investment strategies and drawing institutional assets into these products. Jeri was the Head of Sales in EMEA in 2010-2011, leading the cross-functional growth efforts of Russell Investments throughout the region, based in London. She was Director of Sales across the US for the previous 6 years and led a team to unprecedented results measured by margins, revenues and retention. She spent the first 10 years of her career at Xerox Corporation, where she successfully led the launch of the first Xerox e-commerce initiative and held several sales and senior executive roles.
Jeri holds a Bachelor of Arts Degree from Boston University. She has also earned several financial designations including NASD/FINRA Series 7, 63 and 65.