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Samantha Trudell

Assistant Vice President of Operations

Samantha Trudell is an Assistant Vice President of Operations with The K2 Group of Oxford Harriman & Company in Bloomfield Hills, Michigan. With more than 25 years of experience in the financial services industry, she has built a distinguished career defined by expertise, dedication, and a client-first approach.

Samantha began her career in 1997 at The Ohio Company and has held her securities license since 2000. Early in her career, she worked as a financial advisor alongside her father and brother in a family-based advisory team, where she developed a strong foundation in investment strategy and client relationship management.

She later advanced her career through key roles at Wells Fargo Advisors and Raymond James, gaining extensive experience in brokerage operations and high-net-worth client service.

In her current role, Samantha is recognized for her meticulous attention to detail, efficiency in trade processing, and unwavering commitment to client satisfaction.

She has played a vital role in streamlining operations, enhancing service standards, and mentoring junior colleagues’ contributions that have strengthened both client relationships and internal team performance.

Outside the office, Samantha enjoys time with her family and takes great pride in supporting her daughter’s athletic pursuits, especially on the soccer field.

Her values of teamwork, integrity, and dedication are evident in both her professional work and personal life.

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