Alexander T. Email & Phone Number

United States

United States

Colorado, United States

Denver, Colorado, United States

Obtained Series 7 and Series 63 in this roleConsistently reached and exceeded Monthly KPI standards for 6 months, which included calls per hour, average handle time, trade accuracy, and client feedback.Worked with ~20-30 clients a day over the phone, assisting with a wide range of services including, but not limited to;- Account maintenance / information for account offerings, which includes IRAs, INDV, Joint, and cash mgt. accounts- Placing trades, moving funds, and… Show more Obtained Series 7 and Series 63 in this roleConsistently reached and exceeded Monthly KPI standards for 6 months, which included calls per hour, average handle time, trade accuracy, and client feedback.Worked with ~20-30 clients a day over the phone, assisting with a wide range of services including, but not limited to;- Account maintenance / information for account offerings, which includes IRAs, INDV, Joint, and cash mgt. accounts- Placing trades, moving funds, and corporate actions for held assets Show less

Fort Collins, Colorado, United States

Started a small moving business based in Fort Collins, with business extending down the Front Range to DenverGenerate leads through the professional platform "Thumbtack" and outreach to potential leads to schedule jobs and estimate paymentsCommunicate to clients throughout process to ensure no room for error

Windsor, Colorado, United States

- Small business bookkeeping- Track revenues and costs and record those in financial statements- Analyze income reports

Bachelor Of Business Administration - Bba, Finance, General, Alumni

Activities and Societies: Sigma Pi, Kesem

Ib Diploma

Activities and Societies: Baseball, Tennis, Finance Club, DECA, IB, NHS