Alex Soeth
Financial Consultant at Fidelity Investments
- Role
- Financial Consultant at Fidelity Investments
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About Alex Soeth
I strive to help my clients reach their financial goals and minimize risk along the journey. I focus on the relationship first to learn the unique needs of my individual clients. I am adept at prospecting, engaging new clients, deepening and retaining current relationships. I\'m a motivated self-starter early in my career enjoying my fulfilling career in wealth management.I’m committed to delivering an exceptional client experience. My abilities to engage clients and make a positive lasting impact are exceptional. I enjoy being a team player and sharing my skills and knowledge to help my peers and their clients. I strive to be the best and give my best efforts to my clients, team, and fellow advisors.
Experience
Financial Consultant
Feb 2023 — Present · Thousand Oaks, CA, US
Education
NYU School of Professional Studies
Dalton Certificate in Financial Planning, Financial Planning
University of Nevada, Reno
Master of Business Administration - MBA
University of Nevada, Reno
Bachelor’s Degree, Economics
2011 — 2015
Skills
- Operations Management
- Business Plan Writing
- Small Business
- Social Media Marketing
- Microsoft Excel
- Procurement
- Business Development
- Leadership
- Marketing
- Blogging
- Financial Projection
- Forecasting
- Social Media
- Presentations
- Brand Awareness
- Hospitality
- Snapchat
- Graphic Design
- Management
- Team Leadership
- Brand Management
- Marketing Strategy
- Journalism
- Brand Development
- Customer Satisfaction
- Training
- Web Content Creation
- Teamwork
- Video Production
- Microsoft Office
- Sales
- Consulting
- Wordpress
- Budgets
- Customer Service
- Public Speaking
- Inventory Management
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