Associate | Financial Advisor
Current
Jun 2023 - Present
AeroLeads people directory · profile
Alex Conlin Email & Phone Number
Associate | Cerity Partners Wealth Management
at
Cerity Partners
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate | Cerity Partners Wealth Management
Location
Louisville, Kentucky, United States
Company size
Who is Alex Conlin? Overview
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Quick answer
Alex Conlin is listed as Associate | Cerity Partners Wealth Management at Cerity Partners, a company with 211 employees, based in Louisville, Kentucky, United States. AeroLeads shows a matched LinkedIn profile for Alex Conlin.
Alex Conlin previously worked as Associate | Financial Advisor at Cerity Partners and Private Wealth Management Intern at Baird. Alex Conlin holds Finance, Finance And Financial Management Services from Valparaiso University.
Company email context
Email format at Cerity Partners
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Cerity Partners
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Profile bio
About Alex Conlin
Current Associate at Cerity Partners. Cum Laude Alumni of Valparaiso University. Former Division One student-athlete who is hardworking, driven, and persistent. Experience in Private Wealth Management, which helped build a wide range of skills such as leadership, analysis, research, and client relations. Consistently pursuing a passion for the finance industry by previously obtaining FINRA SIE certification and NASAA Series 65 certification. Previously participated in Valparaiso University's Student Managed Investment Fund.
Current workplace
Alex Conlin's current company
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Cerity Partners
3 roles
Alex Conlin work experience
A career timeline built from the work history available for this profile.
Private Wealth Management Intern
- Participated in Baird’s Intern Program, while working day to day operations with a Private Wealth Management Team.
- Assisted with Financial Analysis, client relations, media development, and new clientele implementation.
- Skills and software used and sharpened include ThomsonOne, Microsoft Excel, and website construction software.
May 2022 - Aug 2022
Accounting Department Intern
Tbf Mortgage Company
Filed client mortgage and loan information as well as computing the transfer of existing clients into new data software.
May 2021 - Aug 2021
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
LS
Lindsey Shimin, Arps
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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KM
Kyle Mooney
Colleague at Cerity PartnersNew York, New York, United States, United States
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JW
Jacob Ward, Cpa, Cfp®
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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PM
Panzie Morris
Colleague at Cerity PartnersBronx, New York, United States, United States
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KB
Kirill Buzinov
Colleague at Cerity PartnersDenver, Colorado, United States, United States
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ZT
Zack Trygstad, Mba
Colleague at Cerity PartnersMinneapolis, Minnesota, United States, United States
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MO
Melissa O, Mba / Psm / Csm/ Pmp.
Colleague at Cerity PartnersGreater Chicago Area, United States
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DB
Debra Boerger, Cfp®
Colleague at Cerity PartnersMedina, Ohio, United States, United States
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GL
Greg Larson
Colleague at Cerity PartnersGreater Boston, United States
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BL
Brandon Leckie
Colleague at Cerity PartnersCincinnati, Ohio, United States, United States
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Lindsey Shimin, Arps
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
View →
KM
Kyle Mooney
Colleague at Cerity PartnersNew York, New York, United States, United States
View →
JW
Jacob Ward, Cpa, Cfp®
Colleague at Cerity PartnersLouisville Metropolitan Area, United States
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PM
Panzie Morris
Colleague at Cerity PartnersBronx, New York, United States, United States
View →
KB
Kirill Buzinov
Colleague at Cerity PartnersDenver, Colorado, United States, United States
View →
ZT
Zack Trygstad, Mba
Colleague at Cerity PartnersMinneapolis, Minnesota, United States, United States
View →
MO
Melissa O, Mba / Psm / Csm/ Pmp.
Colleague at Cerity PartnersGreater Chicago Area, United States
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DB
Debra Boerger, Cfp®
Colleague at Cerity PartnersMedina, Ohio, United States, United States
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GL
Greg Larson
Colleague at Cerity PartnersGreater Boston, United States
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BL
Brandon Leckie
Colleague at Cerity PartnersCincinnati, Ohio, United States, United States
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1 education record
Alex Conlin education
FAQ
Frequently asked questions about Alex Conlin
Quick answers generated from the profile data available on this page.
What company does Alex Conlin work for?
Alex Conlin works for Cerity Partners.
What is Alex Conlin's role at Cerity Partners?
Alex Conlin is listed as Associate | Cerity Partners Wealth Management at Cerity Partners.
Where is Alex Conlin based?
Alex Conlin is based in Louisville, Kentucky, United States while working with Cerity Partners.
What companies has Alex Conlin worked for?
Alex Conlin has worked for Cerity Partners, Baird, and Tbf Mortgage Company.
Who are Alex Conlin's colleagues at Cerity Partners?
Alex Conlin's colleagues at Cerity Partners include Lindsey Shimin, Arps, Kyle Mooney, Jacob Ward, Cpa, Cfp®, Panzie Morris, and Kirill Buzinov.
How can I contact Alex Conlin?
You can use AeroLeads to view verified contact signals for Alex Conlin at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Alex Conlin attend?
Alex Conlin holds Finance, Finance And Financial Management Services from Valparaiso University.
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