Alex Vari
Regional Advisor Consultant at NYLIM
- Role
- Advisor Consultant at New York Life Investment Management
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Advisor Consultant
New York Life Investment Management
Feb 2024 — Present · Pittsburgh, PA, US
External Wholesaler covering Western PA & Upstate NY, partnering with wirehouse and independent financial advisors to deliver fixed income and equity solutions through NYLIM’s boutique platform across mutual funds, ETFs, and SMAs. Drive business development, portfolio positioning, and practice management support across the region.
Education
Kent State University
Bachelor of Business Administration - BBA, Accounting and Finance
2013 — 2017
Skills
- Financial Analysis
- Microsoft Powerpoint
- Microsoft Word
- Management
- Powerpoint
- Microsoft Excel
- Teamwork
- Accounting
- Research
- Leadership
- Public Speaking
- Stock Market Analysis
- Quickbooks
- Microsoft Office
- Finance
- Financial Reporting
- Social Networking
- Time Management
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