Sam Ushio is founder of GvG17, a change management firm dedicated to increasing valuation for business owners. He has over 20 years’ financial services experience (B2B & B2C) in three key areas: management consulting, sales & marketing, and strategy.
Prior to founding GvG17, Sam was Director, Practice Management at Russell Investments where he led the strategic vision and implementation of value-add content and curriculum for use with distribution partners, including Wells Fargo, Raymond James, Northwestern Mutual, large RIAs, and other strategic partners. In this role, Sam delivered personalized consulting to many of Russell’s largest clients and lead a team of consultants in charge of large scale consulting programs and 1:1 coaching. As one of industry’s leading experts in helping advisors implement change, Sam is passionate about utilizing creativity and innovation as a foundation to inspire action.
Upon leaving Russell, Sam dedicated six months to engage and learn from business leaders at Seattle-based companies with global innovative brands, including Starbucks, Amazon, Microsoft, Costco, Zillow, Nordstrom, and Redfin, among others. These insights have been translated into strategies and tactics to effectively lead wealth managers through the transformation process. Sam continues to engage business leaders within the rich Seattle ecosystem of creativity and innovation for key insights.
Sam is frequently quoted in the press, including Wall Street Journal, Investor’s Business Daily, Financial Advisor Magazine, and InvestmentNews. He has an MBA from Foster School of Business at the University of Washington and holds a bachelor’s in science from University of Nebraska in marketing and finance. In addition, he is a member of the Investments & Wealth Institute (formerly IMCA) and holds the Certified Investment Management Analyst certification (CIMA).