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Sameer Somal, chief financial officer of Blue Ocean Global Wealth and Blue Ocean Global Technology, speaks regularly at conferences and private briefings globally. He is a relatable and engaging speaker and educator on topics such as technology planning and entrepreneurialism.
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“We make a living by what we get. We make a life by what we give.” —Sir Winston Churchill
The Blue Ocean Strategy
The idea with Blue Ocean – as opposed to a red ocean – is that it is innovative and collaborative – as opposed to a bloody competition. The foundation of Blue Ocean is creating value through education. Blue Ocean Global Technology doesn’t only build websites and apps for companies, but thinks of itself as a partner and creates a win-win situation. Sameer and his team at Blue Ocean are passionate about fostering trust and providing guidance.
What can Sameer and his team help you with?
Transform challenges into opportunities
The way companies need to think about engaging and positioning themselves is changing as a result of technology. Maybe 10 years ago it was enough to have a website, but now you need to manage your online reputation for the longevity of your business.
Sometimes websites may be full of great content but aren’t being seen because they lack internet presence. This is something Sameer and his team can change.
Sometimes social media outlets don’t get used to their fullest. Yet it’s almost better not to have a social media account if you’re not present on it. Creating a great social media calendar is another thing Sameer can advise clients on.
Who is Sameer Somal?
An expert in both technology and finance, Sameer was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. before co-founding Blue Ocean Global Wealth. He is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Furthermore, Sameer serves on the Financial Planning Association (FPA) National Diversity Committee and the Board of Directors of the Philadelphia/Tri-State FPA.
A senior financial services leader on industry roundtable and panel discussions, Sameer serves on CFP Board’s Council on Education and is a Women’s Initiative (WIN) Advocate. He is an active member at CFA Institute, serves on the Advisory Executive Council of the Women Economic Forum (WEF), and is a Board Advisor at the iPlan Education Institute in New Delhi, India.
A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent speaker on the digital revolution, succession planning, technology, diversity, retirement, financial planning, entrepreneurship, and leadership. In May of 2017 was named an Iconic Leader Creating a Better World for All by the All Ladies League & Women Economic Forum.
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