Alexander Palinski Email and Phone Number
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I received a Bachelor of Arts from Davidson College with a degree in Classical Studies. I began my professional career at The Vanguard Group, where I obtained my SIE, Series 7, and Series 63 financial licenses and partnered with both individual and institutional clients to satisfy their investment needs. In 2020, I pivoted into corporate banking and joined Wells Fargo’s Independent Risk Management function, where I currently work managing counterparty credit risk. I have 7+ years of experience in the Financial Services industry. In my business area, I focus on the governance of several risk forums at the firm, monitoring and reporting counterparty metrics, the management of Central Clearing Counterparty (CCP) risk, and the development and maintenance of counterparty policy. I have a keen interest in the intersection of politics and economics and the evolution of central clearing in the post Dodd-Frank world.Feel free to message me - I’d love to connect.
Wells Fargo
View- Website:
- wellsfargo.com
- Employees:
- 205138
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Sr. Avp, Senior Market Risk SpecialistWells FargoCharlotte, Nc, Us
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Avp, Market Risk SpecialistWells Fargo Sep 2022 - PresentCharlotte, North Carolina, United States
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Officer, Market Risk AssociateWells Fargo Apr 2020 - Sep 2022Charlotte, North Carolina, United States
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Retirement SpecialistVanguard Oct 2018 - Mar 2020Charlotte, North Carolina AreaAs a Retirement Specialist in Vanguard's Complex Retirement Department, I:- Collaborated with clients to resolve complex issues regarding their retirement accounts, including excess contribution removals, recharacterizations, and Roth conversions - Aided business owners in managing, administrating, and correcting problems with their small business retirement plans, specifically SIMPLE-IRAs, SEP-IRAs, Individual 401ks, and pooled retirement accounts- Served as a subject matter expert and primary point of contact on retirement account and plan issues for Vanguard financial advisors, high net worth client representatives, and registered associates who required assistance and support- Managed and prioritized time-sensitive workflow from external clients and internal departments- Communicated and explained IRS policy and procedure in publications 590A and 590B to internal representatives and clients in an accessible, easy to understand, and straightforward fashion -
Brokerage Investment ProfessionalVanguard Aug 2017 - Oct 2018Charlotte, North Carolina AreaAs a Brokerage Investment Professional, I:- Satisfied client inquiries and transactional requests, collaborating with fellow team members and other internal departments when necessary- Provided in-depth knowledge of brokerage products and policy to individual and institutional clients- Assisted clients with portfolio balancing, leveraging knowledge of current market conditions to identify appropriate investment vehicles and strategies suitable for their specific financial situations- Supported newly hired crew during the training process through one-on-one coaching opportunities, facilitating their transition into full time roles with the company
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Rlo Administrative InternDavidson College May 2016 - May 2017Davidson, North CarolinaAs an Administrative Intern, I:- Provided comprehensive support to senior level staff, copyediting documents, filling out and filing paperwork, and implementing changes to the design and layout of published materials- Managed and maintained RLO's room condition report and key databases - Spearheaded the effort to digitize the remaining physical portions of the room condition report database- Collaborated with summer conference staff and outside businesses in the organization of various events at Davidson College, including the 2016 Lake Norman Chamber of Commerce Business Expo -
Latin Assistant Teacher & TutorDavidson College Aug 2015 - Dec 2016Davidson, North CarolinaAs a Latin Assistant Teacher & Tutor, I:- Independently supervised practical work in a classroom setting- Developed lesson plans and learning strategies in coordination with Latin professors - Participated in the assessment process, grading written work and providing feedback to students
Alexander Palinski Skills
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Frequently Asked Questions about Alexander Palinski
What company does Alexander Palinski work for?
Alexander Palinski works for Wells Fargo
What is Alexander Palinski's role at the current company?
Alexander Palinski's current role is Sr. AVP, Senior Market Risk Specialist.
What is Alexander Palinski's email address?
Alexander Palinski's email address is al****@****rgo.com
What is Alexander Palinski's direct phone number?
Alexander Palinski's direct phone number is +191962*****
What schools did Alexander Palinski attend?
Alexander Palinski attended Davidson College, Cardinal Gibbons High School.
What skills is Alexander Palinski known for?
Alexander Palinski has skills like Customer Service, Microsoft Office, Social Media, Public Speaking, Teaching, Tutoring, Event Planning, Research, Database Management.
Who are Alexander Palinski's colleagues?
Alexander Palinski's colleagues are Vijaya Darshini, Penny Montgomery, Manuel Laporte, Toral Merchant, Vikash Chandra, Michael Southworth, M.ed., Pmp, Acpmpo, Joyce Mack.
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