Alex Adair
- Role
- Internal Wholesaler at Capital Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Alex Adair
As a Divisional Wealth Management Consultant, I empower financial advisors in three…
Experience
Internal Wholesaler
Apr 2018 — Present
As an Internal Wholesaler, I play a critical role on the Internal Sales and Support team. My primary focus is developing new, and furthering current relationships with financial advisers in partnership with the external wholesaler in order to sell American Funds products, which include mutual funds, ETFs, separately managed accounts, and 401k products. I currently cover Eastern PA & upstate New York wirehouse and independent advisors. Education: • Bachelor of the Arts in English Literature, Purdue University \'14 • Masters of Business Administration, Purdue University Global \'20 • Securities Registrations: Series 6, 7, 63, 65
Education
Purdue University
Master of Business Administration - MBA
2018 — 2020
Purdue University
English Literature, General
2010 — 2014
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