Alex Roepe
Director of Investments and Planning at Northwestern Mutual | Duke Fuqua MBA
- Role
- Director of Investments and Planning at Northwestern Mutual
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Alex Roepe
Substantial experience in the Financial Services industry since 2011 -Proven ability…
Experience
Director of Investments and Planning
Apr 2017 — Present · Jacksonville, FL, US
Build, implement, and monitor investment portfolios for accredited investors and small business owners-Create and present holistic financial plans that encompass risk management, retirement planning, investment management, and distribution planning-Develop and grow deep customer relationships through trust and strong communication skills-Collaborate with Wealth Management Advisor on business strategies and oversee elite team members to accomplish goals set
Education
University of the Cumberlands
Bachelor of Science (BS), Business Administration
2007 — 2011
Duke University - The Fuqua School of Business
Master of Business Administration - MBA
2018 — 2019
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