Alex Malliet
Associate Product Manager at Principal Asset Management
- Role
- Associate Product Manager at Principal Asset Management
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Alex Malliet
As the Financial Planning Specialist for Clarity Wealth Advisor my role focuses on building, analzying, and coordinating personal and business related wealth strategies for our clients. My expertise has guided me to help our clients find optimal solutions to grow and utilize their wealth for themselves and those they care most about. My current reponsibilities involve analyzing financial data and consolidating it into a digestable format with currated solutions. This includes but is not limited to insurance & investment analysis, solution construction, coordination with the corporate office, interal facilitation for advisor success, and roadmapping growth opportunities for the business.
Experience
Associate Product Manager
Jan 2025 — Present · Des Moines, IA, US
Skills
- Social Networking
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
- Teaching
- Time Management
- Social Media
- Public Relations
- Organization
- Teamwork
- Customer Service
- Fundraising
- Event Planning
- Windows
- Strategic Planning
- Public Speaking
- Outlook
- Microsoft Office
- Sales
- Leadership
- Microsoft Word
- Budgets
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