Alex Kreutter Email & Phone Number

Hampden, MA, US

New York, New York, United States

Brought Over via the acquisition of Sentieo, my role focused on running trials while communicating with Sentieo clients around transitioning workflows to AlphaSense. Supported global CSMs around client conversations and trials. Provided Sentieo platform expertise to AlphaSense CS, enablement, and go to market teams.

Sentieo is a financial and corporate research platform for executives, investment analysts, and researchers that offers them the insights, speed, and confidence they need to make informed strategic decisions so they can outperform the market and gain a competitive edge. Serving a global customer base of over 900, including 600 institutional investment.

Fairport, NY

• Beginning in 2020, I was promoted to Strategic Initiatives Analyst to perform business analysis and project management for firmwide initiatives. I performed business analysis and provided documentation to lead the.
• Lead firm-wide Data Governance implementation. Create Business Process Library, Master Data Management, Vendor Management, and Report documentation.
• Direct implementation of firm-wide electronic signature platform by documenting and translating business requirements and workflows while negotiating attractive pricing.

• Serving as a Research Process Associate from 2014-2017, I was promoted in 2017 to Research Process Senior Associate. In these roles, I supported the Director of Investments in process improvement, information, and.
• Created qualitative reports and documentation, working closely with senior management to improve information flow across the department and firm.
• Collaborated to organize and run Internal Research Training Program.
• Led new product and service evaluation, selection, and contract negotiation.
• Served as subject matter expert for interdepartmental technology initiatives.
• Aggregated, cleaned, analyzed, and presented decision data to improve portfolio decision making.

• I identified, modeled, presented, and monitored investment opportunities for client portfolios, leveraging quantitative and subjective screening. I moved opportunities from conceptualization to portfolio team for.
• Utilized Discounted Cashflow and Leveraged Buy-Out and Peak Multiple valuation analysis to derive investment fair value.
• Facilitated modeling, analyzing, writing up, and monitoring equity buy recommendations.

• Performed department processes and procedures, ensuring accuracy and compliance.
• Processed transactions to buy and sell securities, taking notes at portfolio team meetings as well as auditing firm processes and organizing / maintaining Research records.
• As part of talent pool, completed projects to obtain promotion onto Research teams.

I tracked attendance to community service opportunities for the students and faculty of Messiah College. Planned meetings and events between students and faculty. Handled and tracked timesheets. Compiled and posted office hours. Handled minor technology problems that arose at the Agape Center

Facilitate Advertising needs and request. Aid in implementation of new Point of Sale system. Plan and manage donation pick ups. Aid in gathering of information for budgeting process.

Bs, Business Administration (Finance Concentration)

I majored in Business Administration with a concentration in Finance.

Education record