Alex Lerch

Marketing Professional

Role
Marketing Director at Oak & Stone Capital Advisors
Location
Allentown, PA, US
LinkedIn followers
500 followers
Advertising & MarketingView LinkedIn profile

About Alex Lerch

Securities and advisory services are offered through LPL Financial (LPL), a registered…

Experience

  1. Marketing Director

    Oak & Stone Capital Advisors

    Jun 2022 — Present · Philadelphia, PA, US

    I help financial advisors and their firms strategically build their marketing programs. I\'m passionate about marketing and spend most of my time helping our members grow by improving their client touchpoints with a healthy combination of modern digital strategies, traditional advertising and referral systems.At O&S, our focus is to guide firms in making decisions that will help the long-term growth of their practices.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA, SIPC.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Education

  • Penn State University

    Bachelor of Science (B.S.)

    2004 — 2008

  • Old Dominion University

    Master of Education (M.Ed.)

    2009 — 2010

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Alex Lerch — Marketing Director at Oak & Stone Capital Advisors in Allentown, PA, US | Unifers