Alan Satterlee
Senior Director of Analytics and Insights Equitable Advisors
- Role
- Senior Director of Analytics and Insights Equitable Advisors at Equitable
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Director of Analytics and Insights Equitable Advisors
Dec 2023 — Present · Charlotte, NC, US
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, Management, Marketing blend
2002 — 2004
University of Tennessee, Knoxville
Bachelor's Degree, Economics. Political Science
1988 — 1991
University of Houston
Ph.D., Economics
1991 — 1995
Skills
- Retirement Planning
- Mutual Funds
- Series 7
- Financial Services
- Wealth Management
- 401k
- Fixed Annuities
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