Alex Fisher

Credit @ Citizens Private Bank

Role
Portfolio Manager, AVP at Citizens Private Bank
Location
Brookline, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alex Fisher

I am a conscientious, intellectually curious, and empathetic person. I have worked in many different business functions from corporate finance to sales and across different industries. For example, I have experience in healthcare, insurance, private equity and media. In addition, I have held multiple leadership positions in different student organizations and have led teams of five to ten people. Furthermore, I have gained presentation skills from these experiences by speaking to crowds of twenty to one hundred people. I was selected for many challenges and competitions such as the CFA Investment Research Challenge, Securian Ethics Essay Competition, and Deloitte Private Valuation Competition.I am knowledgeable on various financial topics and have worked as a teaching assistant for undergraduate and graduate students in Risk Management and Insurance. Additionally, I was selected for a merit scholarship to continue pursuing my education and worked for my program\'s academic director as a Research Fellow. I assisted him with research related to catastrophe and sovereign bonds, as well as M&A.Please feel free to reach out if you have any opportunities that match my profile or if you would like to share a coffee and good conversation.

Experience

  1. Portfolio Manager, AVP

    Citizens Private Bank

    Jul 2025 — Present · Boston, MA, US

Education

  • Católica Lisbon School of Business and Economics

    Master of Science - MS, Finance

    2022 — 2024

  • UMN Carlson School of Management

    B.S.B, Finance

    2016 — 2020

Skills

  • Microsoft Excel
  • Microsoft Powerpoint
  • Teamwork
  • Customer Service
  • Social Media
  • Leadership
  • Microsoft Word
  • Microsoft Office
  • Cooperative

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Alex Fisher — Portfolio Manager, AVP at Citizens Private Bank in Brookline, MA, US | Unifers