Alex Schneider
Retirement Plan Professional
- Role
- Client Service Manager at July Business Services
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Alex Schneider
Proud Alumni of the University of Cincinnati. Graduated with a Bachelors of Business Administration in Marketing and hold my QKA and QKC from American Society of Pension Professionals & Actuaries.A lifelong Bearcat Basketball and Football fan. I enjoy golf, basketball, tennis and cycling. coached a Special Olympics since 2009 and have been involved in the HCSO Young Professional Committee.
Experience
Client Service Manager
Sep 2024 — Present · Cincinnati, OH, US
Education
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration (BBA), Marketing and Sales
2008 — 2012
Skills
- Securities
- Retirement
- Risk Management
- Series 65
- Strategic Planning
- Life Insurance
- Finance
- Small Business
- Series 7
- Marketing
- Series 63
- Series 6
- Insurance
- Ricp
- Investments
- Defined Contribution
- Retirement Planning
- Financial Analysis
- Wealth Management
- 401(K) Retirement Savings Plans
- Sales
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