Acquisition Transition Specialist
Current
Sep 2021 - Present
AeroLeads people directory · profile
Alaina Velarde Email & Phone Number
Acquisition Transition Specialist at Platform Accounting Group
at
Platform Accounting Group
1 work email found
@platformag.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Acquisition Transition Specialist at Platform Accounting Group
Location
Salt Lake City, Utah, United States
Company size
Who is Alaina Velarde? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Alaina Velarde is listed as Acquisition Transition Specialist at Platform Accounting Group at Platform Accounting Group, a company with 8 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at platformag.com and a matched LinkedIn profile for Alaina Velarde.
Alaina Velarde previously worked as Acquisition Transition Specialist at Platform Accounting Group and Associate Consultant at Cicero Group. Alaina Velarde holds Master’S Degree, Finance, General, 3.9 from University Of Utah - David Eccles School Of Business.
Company email context
Email format at Platform Accounting Group
This section adds company-level context without repeating Alaina Velarde's masked contact details.
{first}.{last}@platformag.com
89% confidence
AeroLeads found 1 current-domain work email signal for Alaina Velarde. Compare company email patterns before reaching out.
Profile bio
About Alaina Velarde
My education is in business and finance. I have been building relationships and solving problems as a management consultant for the past few years. Some of my strengths include:Great written and verbal communication skillsRelationship building, and anticipating client needsA strong desire to learn new skills and take on additional responsibilitiesMultitasking and thriving in a fast-paced environmentEmpathy and emotional intelligence
Listed skills include Access, Customer Relations, Public Speaking, Microsoft Office, and 3 others.
Current workplace
Alaina Velarde's current company
Company context helps verify the profile and gives searchers a useful next step.
Platform Accounting Group
9 roles
Alaina Velarde work experience
A career timeline built from the work history available for this profile.
Associate Consultant
Jun 2020 - Jul 2021
Analyst
Jan 2019 - Jun 2020
Financial Analyst
Oct 2018 - Dec 2018
Financial Representative
As a financial representative at Fidelity Investments I provided outstanding customer service to current and protective clients. I supported the entire Seattle team in any endeavor to help them achieve their goals and create client satisfaction. I was told by my direct supervisors that I made a positive impact on the entire team.
Jan 2018 - Jul 2018
Student Intern
Semester-long internship to perform credit analysis on the current bond holdings of DMBA, making buy, sell, or hold recommendations and presenting findings to a credit committee. Skills:Business writingResearchCritical thinking and analysisPublic speakingExcel and Bloomberg
Jan 2017 - Apr 2017
Senior Associate
Sorenson Global Impact Investing Center
Worked collaboratively to successfully deploy over $3,000,000 in total funding across various social impact investments, primarily with money allocated for PRI and CRA investments.Led multiple teams simultaneously for various projects, including:-Investing in early stage companies with a socially-oriented business model domestically and.
Oct 2015 - Jan 2017
Clientlink Representative
Oc Tanner
Managed positive relationships with hundreds of clients and five regional sales offices, provided daily support, offered best practices, and advised on changes to improve program performance and efficiency. Progressed to various positions within the company, learning how an entire process worked from start to finish. Led a team in improving and re-writing.
Oct 2011 - Dec 2014
Nutrition Care Associate And Diet Technician
Provided patients with all dietary needs on strict timelines while ensuring patient satisfaction and complying to physician-prescribed patient diets. Built a relationship with long-term patients, getting to know their preferences and incorporating that into service. Collected calorie count information on high risk patients and newborns in the NICU..
Feb 2011 - Oct 2011
Team & coworkers
Colleagues at Platform Accounting Group
Other employees you can reach at platformag.com. View company contacts for 8 employees →
CT
Caius Taylor
Colleague at Platform Accounting Group
Riverton, Utah, United States, United States
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ES
Ellen S.
Colleague at Platform Accounting Group
Suffern, New York, United States, United States
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CB
Cindy B.
Colleague at Platform Accounting Group
Brentwood, Tennessee, United States, United States
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EK
Elena Kramer, Cpa
Colleague at Platform Accounting Group
Annapolis, Maryland, United States, United States
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BC
Brian Carroll
Colleague at Platform Accounting Group
Flower Mound, Texas, United States, United States
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JG
Jorge Gutierrez Valdes
Colleague at Platform Accounting Group
Austin, Texas, United States, United States
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MC
Mark Campbell
Colleague at Platform Accounting Group
Provo, Utah, United States, United States
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MA
Mac Allred
Colleague at Platform Accounting Group
United States, United States
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BA
Bojana Aleksic
Colleague at Platform Accounting Group
Chevy Chase, Maryland, United States, United States
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CP
Caroline Perches
Colleague at Platform Accounting Group
College Station, Texas, United States, United States
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Caius Taylor
Colleague at Platform Accounting Group
Riverton, Utah, United States, United States
View →
ES
Ellen S.
Colleague at Platform Accounting Group
Suffern, New York, United States, United States
View →
CB
Cindy B.
Colleague at Platform Accounting Group
Brentwood, Tennessee, United States, United States
View →
EK
Elena Kramer, Cpa
Colleague at Platform Accounting Group
Annapolis, Maryland, United States, United States
View →
BC
Brian Carroll
Colleague at Platform Accounting Group
Flower Mound, Texas, United States, United States
View →
JG
Jorge Gutierrez Valdes
Colleague at Platform Accounting Group
Austin, Texas, United States, United States
View →
MC
Mark Campbell
Colleague at Platform Accounting Group
Provo, Utah, United States, United States
View →
MA
Mac Allred
Colleague at Platform Accounting Group
United States, United States
View →
BA
Bojana Aleksic
Colleague at Platform Accounting Group
Chevy Chase, Maryland, United States, United States
View →
CP
Caroline Perches
Colleague at Platform Accounting Group
College Station, Texas, United States, United States
View →
2 education records
Alaina Velarde education
Master’S Degree, Finance, General, 3.9
Bachelor’S Degree, Entrepreneurship And Strategy, 3.9
FAQ
Frequently asked questions about Alaina Velarde
Quick answers generated from the profile data available on this page.
What company does Alaina Velarde work for?
Alaina Velarde works for Platform Accounting Group.
What is Alaina Velarde's role at Platform Accounting Group?
Alaina Velarde is listed as Acquisition Transition Specialist at Platform Accounting Group at Platform Accounting Group.
What is Alaina Velarde's email address?
AeroLeads has found 1 work email signal at @platformag.com for Alaina Velarde at Platform Accounting Group.
Where is Alaina Velarde based?
Alaina Velarde is based in Salt Lake City, Utah, United States while working with Platform Accounting Group.
What companies has Alaina Velarde worked for?
Alaina Velarde has worked for Platform Accounting Group, Cicero Group, Maverik, Inc., Fidelity Investments, and Deseret Mutual Benefit Administrators (Dmba).
Who are Alaina Velarde's colleagues at Platform Accounting Group?
Alaina Velarde's colleagues at Platform Accounting Group include Caius Taylor, Ellen S., Cindy B., Elena Kramer, Cpa, and Brian Carroll.
How can I contact Alaina Velarde?
You can use AeroLeads to view verified contact signals for Alaina Velarde at Platform Accounting Group, including work email, phone, and LinkedIn data when available.
What schools did Alaina Velarde attend?
Alaina Velarde holds Master’S Degree, Finance, General, 3.9 from University Of Utah - David Eccles School Of Business.
What skills is Alaina Velarde known for?
Alaina Velarde is listed with skills including Access, Customer Relations, Public Speaking, Microsoft Office, Powerpoint, Customer Service, and Leadership.
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