Alex Koncilja
Wealth Management Associate at RMB Capital
- Role
- Wealth Management Associate at Curi Capital
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Alex Koncilja
I help families and individuals navigate the accumulation stage of life by making…
Experience
Wealth Management Associate
Jul 2021 — Present · Minneapolis, MN, US
I am part of a team of wealth advisors and client associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth.I provide advisory support, relationship management, and client service. I also handle a variety of tasks related to investment account management, cashiering, and trading
Education
University of Minnesota Duluth
Financial Markets, Finance and Financial Management Services
2017 — 2021
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