Sami Tuqan is an Investment Banker at Xnergy Financial. Sami adds value to the investment banking team through his specialty of connecting businesses to investment capital. He graduated with Honors from San Diego State University with a Bachelors Degree in Business Administration and an emphasis in Corporate Finance. After Graduating, he obtained his Series 7 and 66 securities licenses and worked as Financial Adviser for high net worth individuals and large businesses at one of the 5 largest banks in the United States. Sami has hosted over 4000+ meetings educating on complex financial planning topics to clients and businesses. He has managed over $100,000,000 in various financial products. He has worked with executives from Fortune 500 companies on various financial related topics including funding key projects. During his career, he has helped businesses plan for the unexpected by offering key man, buy out, and disability overhead insurance to ensure companies can operate in an uncertain working environment. Due to Sami’s position in the Banking sector, he has developed relationships with large institutional and accredited investors that seek a healthy return on investment for their capital.
Throughout his career, Sami has also successfully built several businesses from the ground up, and as a result he understands what is required to start and run a successful business. At Xnergy Financial he helps provide investment capital and synergies in a large range of sectors. He has developed a niche working with domestic and international real-estate projects. In addition to real estate, he has in-depth knowledge and experience with technology, including: Internet advertising, social media, search engine optimization, data mining, website analytics, applications, programming, algorithms, technology, hardware, software, electronics, green technology and energy. Sami comes from a family with an extensive medical background and he has personally built a successful, growing, business around treating people who have muscle pain, sports injuries, and pain from surgery. He has a deep understanding of eastern and western medicine, medical devices and has connections with many specialty of Doctors domestically and internationally.