Alex Schneider

Retirement Plan Professional

Role
Client Service Manager at July Business Services
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

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

  1. Client Service Manager

    July Business Services

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Alex Schneider — Client Service Manager at July Business Services in Cincinnati, OH, US | Unifers