Please complete the CAPTCHA to continue
@ft.newyorklife.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Alexa Pao, Ms is listed as CEO @ SocialLead | Co-Founder & Principal @ Paoerhouse Financial Group | "Advisor of the Future" | Techie | Entrepreneur | Dog Mom at SocialLead.io, based in Greater Orlando, United States. AeroLeads shows a work email signal at ft.newyorklife.com and a matched LinkedIn profile for Alexa Pao, Ms.
Alexa Pao, Ms previously worked as Chief Executive Officer at Sociallead.Io and Co-Founder & Principal at Paoerhouse Financial Group. Alexa Pao, Ms holds Masters Of Science In Commerce, Concentration In Financial Services from University Of Virginia.
This section adds company-level context without repeating Alexa Pao, Ms's masked contact details.
AeroLeads found 1 current-domain work email signal for Alexa Pao, Ms. Compare company email patterns before reaching out.
Dubbed the “advisor of the future” at a Fortune 100 financial firm in 2018, I realized that my vision for harnessing technology to reshape financial advising was not just innovative—it was the future waiting to happen.With over a decade in financial services, I’ve always looked for ways to make things simpler, more efficient, and more impactful. I’ve seen firsthand the challenges advisors face: balancing client needs with the operational side of running a practice. For me, technology is the answer. It’s a way to work smarter and stay ahead, but most importantly, it’s a way to serve clients better.My journey has been shaped by a commitment to innovative, process-driven solutions. I’m passionate about creating strategies that blend technology with a personal touch, allowing advisors to focus on what truly matters. This passion led me to found SocialLead, where I’ve channeled my expertise to support other advisors in navigating a fast-evolving industry.I bring a mix of tech savvy, industry insight, and a deep understanding of the advisor experience. Whether it’s building efficient workflows, enhancing client communication, or leveraging digital tools for growth, my mission is to empower financial professionals to reach their highest potential.Let’s connect! I’m always open to discussing the future of advising, sharing insights, and exploring how technology can reshape our field. Reach me at alexa@sociallead.io, or schedule a time to chat here: https://calendly.com/sociallead_alexa/zoom.
Listed skills include Leadership, Investments, Finance, Public Speaking, and 25 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Alexa aims to modernize and revolutionize the way we do business. With over a decade in the financial services industry, and a passion for technology, Alexa leverages her unique perspectives to help bring your business practice into the 21st century. With the goal of finding a better way, Alexa has taken our “old school” way of doing things and automated much of what we do. In other words, she helps you work smarter, not harder!
Lake Mary, Florida, Us
Co-Founder and Principal with a focus on holistic financial planning by assessing the financial needs of individuals and help them with planning for short- and long-term financial goals. Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.801 International Parkway, 5th Floor, Lake Mary, FL 32746Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor. Licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Paoerhouse Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Paoerhouse Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Not licensed in all jurisdictions. CA insurance license: #0L88371.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
New York, Ny, Us
As a Financial Adviser I offer investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. This includes a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
As a Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products include variable insurance and annuity products, mutual funds, and 529 college savings plans.
New York, New York, Us
As a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs-based approach to properly assess and determine what their life insurance or long-term care planning needs are.
While living in Hong Kong, I managed the company’s final transition to a totally paperless system by building a back-up database to improve availability and accuracy of financial data; I also helped improve the internal reporting system to more effectively evaluate client investment data using the NAV Global Software.
Zurich, Ch
While living in New York City, I supported the Senior Vice-President/Chairman’s Council Member and Financial Advisors in charge of $500M assets with vital administrative tasks for an international finance company managing 2.2T in Swiss francs, while also leading a team of interns in completing weekly projects and achieving awards for our creative, analytical strategies. I earned a promotion to Client Service Associate, the only one of 20 interns granted this honor.
While working directly with healthcare professionals, I designed a spreadsheet detailing surgical tool manufacturers, products, prices, the use of specific tools, and a comparative analysis of each individual item to facilitate new markets and better serve existing clientele; I also learned the Made2Manage Software for accounting purposes to improve collection times and data accuracy.
Orlando, Fl, Us
While working directly with healthcare professionals, I filed confidential anesthesia records and observed surgical procedures in one of the top ranked healthcare networks. I also produced spreadsheets regarding statistical information of operating room availability and usage leading to increased utilization and decreased turnover times.
Orlando, Fl, Us
While working as an optical Research Lab Assistant, I leveraged the Geomagic Software to decipher augmented reality; I also presented award-winning engineering and computer science research at the yearly International Science Fair.
Quick answers generated from the profile data available on this page.
Alexa Pao, Ms works for SocialLead.io.
Alexa Pao, Ms is listed as CEO @ SocialLead | Co-Founder & Principal @ Paoerhouse Financial Group | "Advisor of the Future" | Techie | Entrepreneur | Dog Mom at SocialLead.io.
AeroLeads has found 1 work email signal at @ft.newyorklife.com for Alexa Pao, Ms at SocialLead.io.
Alexa Pao, Ms is based in Greater Orlando, United States while working with SocialLead.io.
Alexa Pao, Ms has worked for Sociallead.Io, Paoerhouse Financial Group, Eagle Strategies, Llc, Nylife Securities Llc, and New York Life Insurance Company.
You can use AeroLeads to view verified contact signals for Alexa Pao, Ms at SocialLead.io, including work email, phone, and LinkedIn data when available.
Alexa Pao, Ms holds Masters Of Science In Commerce, Concentration In Financial Services from University Of Virginia.
Alexa Pao, Ms is listed with skills including Leadership, Investments, Finance, Public Speaking, Financial Analysis, Social Media, Management, and Microsoft Office.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts