Alexzander Taaffe

Client Operations Analyst at True North Advisors

Role
Analyst at True North Advisors
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alexzander Taaffe

Born and raised in Marin County, California I recently graduated from Texas Christian University\'s M.J. Neeley School of Business with a Bachelor of Business Administration in Finance. During my time at TCU, I gained valuable experience in the securities industry through internships at Q Investments, a multi-strategy hedge fund in Fort Worth, and Fidelity Investments, a multinational financial services corporation. Currently, I work at Charles Schwab as an Advice Academy Professional within wealth advisory. I am also actively pursing my CFP certification and plan to sit for the exam in March 2026.

Experience

  1. Analyst

    True North Advisors

    Nov 2025 — Present · Dallas, TX, US

Education

  • Texas Christian University

    BBA

  • Marin Catholic

    High School Diploma

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Alexzander Taaffe — Analyst at True North Advisors in Dallas, TX, US | Unifers