Alex Lipnicky

Financial Consultant @ Charles Schwab

Role
Financial Consultant at Charles Schwab
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alex Lipnicky

Three years of experience in business development with PIMCO. Graduated with a B.B.A. in Business Analytics from the University of North Texas, I bring a strong foundation in data-informed decision-making. My prior experience includes supporting the business development team at Pharos Capital Group. Registered with the Series 7 and 63, I support our team in delivering impactful client solutions and fostering growth opportunities.

Experience

  1. Financial Consultant

    Charles Schwab

    Sep 2025 — Present · Austin, TX, US

Education

  • University of North Texas

    B.B.A., Business Analytics

    2017 — 2021

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Alex Lipnicky — Financial Consultant at Charles Schwab in Austin, TX, US | Unifers