Alex Jensen
- Role
- Director, Wealth Strategist Carson Private Client at Carson Wealth
- Location
- Cedar Rapids, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Director, Wealth Strategist Carson Private Client
May 2022 — Present
Skills
- Investments
- Loans
- Commercial Banking
- Asset Management
- Business Valuation
- Sales Process
- Personal Financial Planning
- Banking
- Asset Allocation
- Estate Planning
- Risk Management
- Strategic Thinking
- Portfolio Management
- Mutual Funds
- Wealth Management
- Strategic Financial Planning
- Financial Analysis
- Winning Teams
- Commercial Real Estate
- Investment Management
- Underwriting
- Financial Planning
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