Alexander Cledaras
Financial Services Consultant
- Role
- Financial Services Consultant at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Alexander Cledaras
Main experiences focus on Finance, Business Strategy & Operations, Investing & Trading, Leadership, Hospitality, Community Building & Event Planning. I love Finance, Business, Learning, Travel, Psychology, Real Estate, Investing, Strategy & Ideas/Concepts
Experience
Financial Services Consultant
Jan 2023 — Present · Charlotte, NC, US
Established rapport quickly with participants, setting them at ease and providing direction regardingtheir financial transactions and long-term planning regarding their assets. Outlined participant options regarding the organization’s products and services and explained choicesusing clear and simple explanations. Answered participant questions by communicating financial plan details and providing furtherexplanation when necessary. Executed transactions and service requests on behalf of participant. Maintained records of all participant interactions, including inquiries, complaints, and actions taken, aswell as banking service transactions performed.
Education
Kaplan Financial Education
Real Estate - Broker Pre Licensing Course
2021 — 2021
Central Piedmont Community College
Associate's degree, International Business
2018 — 2021
Cardone University
Real Estate
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