Alex Dichter Email & Phone Number

United States

Jamison, Pennsylvania, United States

In my latest role, I built a reputation for excellence in analyzing and developing best-in-class solutions for all client financial and wealth management needs at one of the nation's premier financial planning services conglomerates. This role involved extensive collaboration with an extremely diverse client base to effectively field all planning concerns and deliver up-to-date information from senior advisors, ongoing analysis of detailed information and financial statements to determine optimal client strategies, and comprehensive management of data regarding income, expenses, financial and tax liabilities, and other key financial planning information.My key accomplishments in this role include:• Introducing enhancements to insurance, asset, and client management strategies that maximized profitability and played a major role in the team winning 2nd Place in our network for the Northwestern Mutual Awards Year.• Streamlining the review process for client accounts and plans which allowed for more effective decision-making and plan reassessment based on life, economic, and financial performance changes.• Playing a key part in developing new strategies for the entire office that helped clients more easily achieve their financial goals via innovations to cash management, insurance coverage, and investment planning activities.

Jamison, Pennsylvania

In my first role with Northwestern Mutual, I developed a diverse wealth of knowledge and experience in analysis and management of financial data for clients in a fast-paced environment focused on the sale of mutual funds, insurance, and other financial products. This included extensive review of client income, liability, and risk data while developing highly customized solutions to help clients reach all of their long-term financial goals. I also spent time selling the firm's financial products, reviewed client account and financial performance information, and collaborated with senior advisors to recommend plan changes.My key accomplishments in this role include:• Developing an extensive client base from the ground up which greatly increased business for the firm and facilitated keeping all current plans up-to-date.• Pioneering a new initiative that better helped clients receive answers to their financial planning and strategy questions while also giving them access to resources to maximize their knowledge of company products.• Being commended by numerous clients for strong attention to detail which helped uncover and remedy weaknesses in their current plan and financial strategies.

Huntingdon Valley, Pennsylvania, United States

One of my biggest achievements has been building a successful fitness enterprise from the ground up, with a laser-sharp focus on developing routines and services that maximize client health, happiness, and rehabilitation success. This involved handling all financial matters for the business from inception through opening, working directly with a large and diverse client base to deliver solutions that meet their specific fitness goals, and organizing events to improve public visibility and the quality of the service offered. I also continued to handle major back-office responsibilities including monthly invoicing, billing, and other mission-critical financial items until I parted with the business in 2016 to pursue my career in Financial Planning.My biggest projects in this role include:• Co-founding and growing the functional fitness facility from a tiny 300 sq ft garage to a full-fledged 3200 sq ft commercial facility in less than one year.• Developing an extensive base of expertise and experience in all areas of financial management through immense oversight of business budgets, income statements, balance sheets, and other information central to roles as a financial planner and consultant.• Playing a major part in helping countless clients significantly improve their health, well-being, and quality of life through direct hands-on training and injury rehabilitation activities.

Associate Of Arts - Aa, Music

Diploma