Alex Rush Email & Phone Number

New York, Ny, Us

Wilmington, Delaware

Greater New York City Area

•Analyze client portfolios and asset maps in order to determine how individuals can meet their financial goals•Assist senior advisors in coming up with different investment options for clients based on their` age, income, and risk preference•Prepare presentations using Excel and PowerPoint for clients and prospective clients on cash flow analysis, retirement planning, and insurance and risk management •Provide research on potential and existing clients

Greater New York City Area

● Researched and analyzed data and statistics on financial planning ● Wrote numerous articles on financial planning for the company’s website (http://www.agebrilliantly.org/)

Greater New York City Area

● Worked with a team of six interns to organize and archive their financial files● Assisted the finance, accounting, and IT departments to help prepare them for their relocation

Greater New York City Area

• Installed interior signage in buildings throughout New York City • Maintained the sign inventory by keeping track of materials being delivered and orders being• Worked closely with the production department to ensure that jobs were completed in a timely

Washington D.C. Metro Area

● Taught a class of 15 illiterate, underprivileged adults to read, write, and spell● Composed excel spreadsheets of class schedules and wrote blogs on the company

Greater New York City Area

• Coached kids 3-10 years old and helped them develop baseball skills.• Interacted with campers and assisted the staff on morning drills.• Reinforced lessons to the young campers such as confidence, teamwork, and respect.

Finance, General

Education record