Alex Boedeker
Associate Financial Advisor | Securities Trading & Operations | Market & Portfolio Analysis | Reporting | Process Improvement | Compliance
- Role
- Associate Wealth Management Advisor at Photiades Wealth Management
- Location
- Manchester, NH, US
- LinkedIn followers
- 500 followers
About Alex Boedeker
Hi, I\'m Alex, a skilled financial professional with expertise in money movement, risk…
Experience
Associate Wealth Management Advisor
Apr 2024 — Present · Manchester, NH, US
Executes 50+ money movement transactions per day and maintains compliance with all applicable regulations.•Performs due diligence and utilizes KYC guidelines when interacting with new and existing clients.•Actively mitigates risk by implementing a “360 approach” in client onboarding which includes analyzingclient information and documents.•Directly monitors and responds to investment and money movement alert reports, taking remedialactions when necessary.•Provides analytical support for PWM’s holistic financial planning and asset management.•Administers estate plans and sets up complex client accounts including Trust accounts, Solo 401(k)s,and Corporation accounts.•Tracks, processes, and monitors all asset transfers.•Processes individual and block security trades using tools like Envestnet and NetX360.•Frequently executes estate plans and sets up complex client accounts including Trust accounts, Solo 401(k)s, and Corporation accounts.
Education
Southern New Hampshire University
Bachelor of Science Business Administration - BS, Business Administration Degree In 3yr Program
2018 — 2021
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