Alex Anders Email & Phone Number

Mountain View, California, United States

San Jose, California, United States

-Provided support to two financial advisors, overseeing a combined total of 180 client households with approximately $440 million in assets under management, contributing to a total production of $2.6 million.-Played a pivotal role in ensuring exceptional client satisfaction through diligent operational support, including opening and maintaining accounts, asset transfers, coordination of review schedules, CRM updates, and distributing reports and essential documents to clients.-Educated clients on account services and capabilities and resolved all client inquiries regarding account balances, statement information, and general product and/or service information.-Served as Branch Tech Liaison in four south bay branches servicing tech related issues, tech rollouts, and new hire onboarding. -Processed all client requests including unsolicited trades, asset allocation changes, account transfers, funds transfers, required minimum distributions, tax loss harvesting, capital gains distributions, performance and research reports.

Columbus, Ohio, United States

-Obtained Ohio Life and Accidental Insurance license and Series 6 to sell financial products such as life insurance, critical illness insurance, and retirement solutions like annuities and IRAs-Developed close relationships with individuals, families, and small businesses to analyze their financial needs and provide recommendations.-Monitored market trends, researched companies and managed portfolios to ensure optimal investment performance and client retention and acquisition.-Conducted market research and community outreach to build a book of business through cold calls and business to business meetings