Alex Osmond

About Alex Osmond

As a CERTIFIED FINANCIAL PLANNER™ professional for my community, it is traditionally my responsibility to understand and offer alternative solutions for issues.Here on Linkedin, while I will continue to post sound financial planning guidance, but I will be dedicating each quarter of the year to a different and specific theme.Q1 - ImpactQ2 - SustainabilityQ3 - CommunityQ4 - GrowthIt seems that now more than ever people are interested in taking their impact planning to the next step. Is the juice worth the squeeze? How can I get more for my community? I’ve used the term “Now more than ever” over the course of my career thousands of times. In 2020, the meaning changed. Does it mean something different to you? Now?My lifelong passions for service, excellence, communal benefit and continual improvement mean that my work as a partner and planner has high impactNow more than ever, it matters that your financial plan is up to date and razor sharp.It is in my nature as an Eagle Scout to make things better - it’s one of our behaviors to leave things in better condition than how we found them. Financial planning inherently follows along this principal. Anything that we can do to enhance your plan will be a step in the right direction. Let\'s make things better.I operate on a principal that a small hinge can open a large door. Opportunity within planning is around every corner. Axiom Wealth Alliance has the tools and access.I live in Denver with my young son and dog. To learn more about me and the work that I do for my clients, reach out: A••••••••@AxiomWealthAlliance.com or give me a call at 84••••••87

Experience

1. Financial Planner

   Axiom Wealth Alliance

   Jun 2023 — Present · Denver, CO, US

Education

• College for Financial Planning

  Certified Financial Planner®, Financial Planning and Services

  2015 — 2017

• Colorado College

  B.A. Economics, Economics

  2006 — 2011

• Teachers College, Columbia University

  Credentialed Holistic Financial Coach, Holistic Financial Coaching

  2022 — 2022

• College for Financial Planning

  Chartered SRI Councilor

  2020 — 2020

Skills

• Salesforce.com
• Contract Management
• Business Strategy
• Customer Relations
• Contract Negotiations
• Account Management
• Finance
• Management
• Entrepreneurship
• Customer Relationship Management (Crm)
• Leadership
• Microsoft Excel
• Financial Analysis
• Research
• Business Development
• Customer Service
• Business Communications
• Engineering Management
• Social Media
• Market Research
• New Business Development
• Oil/Gas
• Technical Recruiting
• Marketing
• Microsoft Office
• Sales
• Contract Negotiation