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Alex Vari

Advisor Consultant @New York Life Investment Management

Pittsburgh, PA, US
MOBILE NUMBERS
+13•••••••28

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WORK HISTORY

Feb 2024 — Present

Advisor Consultant @New York Life Investment Management

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

2013 — 2017

Kent State University

Bachelor of Business Administration - BBA, Accounting and Finance

SKILLS

Financial AnalysisMicrosoft PowerpointMicrosoft WordManagementPowerpointMicrosoft ExcelTeamworkAccountingResearchLeadershipPublic SpeakingStock Market AnalysisQuickbooksMicrosoft OfficeFinanceFinancial ReportingSocial NetworkingTime Management

ABOUT ALEX VARI

Regional Advisor Consultant at NYLIM

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