Alexander R.
Senior Director, Private Client Services at Sequoia Financial Group
- Role
- Senior Director at Sequoia Financial Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Alexander R.
Skilled in Personal Financial Planning, Analytical Skills, Customer Relationship…
Experience
Senior Director
Jan 2023 — Present · Cleveland, OH, US
Education
The University of Akron
Bachelor of Business Administration (B.B.A.)
2009 — 2014
Skills
- Wealth Management
- Financial Planning
- Investment Advisory
- Investments
- Social Media
- Financial Analysis
- Finance
- Marketing
- Analysis
- Financial Modeling
- Financial Reporting
- Portfolio Management
- Insurance
- Crm
- Accounting
- Financial Services
- Microsoft Excel
- Time Management
- Leadership
- Microsoft Office Accounting
- Investment Advisory Services
- Certified Financial Planner
- Holistic Financial Planning
- Money Management
- Income Tax
- Series 65
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