Alec Quaid
Wealth Manager
- Role
- Wealth Manager at Poterack Capital Advisory
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Alec Quaid
Alec is a Certified Financial Planner™ Professional and Wealth Advisor. He takes…
Experience
Wealth Manager
Nov 2023 — Present
We customize strategies and solutions for families, beyond numbers and spreadsheets. We are a Virtual firm able to serve families wherever life’s journey takes them.Our Core Values:
Education
Colorado State University
Financial Planning, CFP® Accredited Degree Program
Northwestern College
Finance
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