Alex Winnie

Alex Winnie Email and Phone Number

Senior Financial Advisor @ Plante Moran
Belleville, MI, US
Alex Winnie's Location
Belleville, Michigan, United States, United States
Alex Winnie's Contact Details

Alex Winnie work email

Alex Winnie personal email

n/a
About Alex Winnie

Thanks to my dad, I love personal finance. (Stock on my 10th birthday instead of the new Nerf gun really made 10-year-old me happy...) Smart spending and saving money from a young age are two things that I try to help others learn. Consistently saving a little at a time and investing the difference allows for you to create wealth and change your family tree… who doesn’t want that? Thanks for reading a quick blip about me, have a great rest of your day.

Alex Winnie's Current Company Details
Plante Moran

Plante Moran

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Senior Financial Advisor
Belleville, MI, US
Website:
plantemoran.com
Employees:
4557
Alex Winnie Work Experience Details
  • Plante Moran
    Senior Financial Advisor
    Plante Moran
    Belleville, Mi, Us
    View
  • Plante Moran
    Financial Advisor
    Plante Moran Aug 2023 - Present
    Ann Arbor, Michigan, United States
    View
  • Plante Moran
    Wealth Management Intern
    Plante Moran Jun 2022 - Aug 2022
    Ann Arbor, Michigan, United States
    Balanced client portfolios to ensure they had the right allocations in Black DiamondCreated new balance sheets and asset allocations for clientsTook notes during client meetings to create clear and concise summaries for other team members
    View
  • Cg Financial Services
    Financial Advising Intern
    Cg Financial Services Sep 2021 - Dec 2021
    East Lansing, Michigan, United States
    Restructured client information on Salesforce to improve organizationAided in creation of financial plans with MoneyGuide ProPerformed meeting summary tasks to improve quality of client experience
    View
  • Ebuymedia
    Finance Intern
    Ebuymedia Jun 2020 - Sep 2021
    Worked under the Financial Manager of eBuyMediaBalanced client spreadsheets for use by the Marketing DepartmentOrganized bills from various vendors using Quickbooks softwareCreated detailed invoices for clients
    View
  • Miscamping
    Operations Manager
    Miscamping Jun 2018 - Sep 2021
    Michigan International Speedway
    Oversaw RV setup crews and take down crewsImproved customer relations & satisfaction by 100%On call 24/7 emergency help during eventsFirewood salesman & delivery
  • Miscamping
    Customer Service Representative
    Miscamping Jun 2013 - Aug 2017
    Michigan International Speedway
    Assisted MISCamping customers throughout the 9000 campsites at Michigan International Speedway during the 3 events.

Alex Winnie Skills

Leadership Teamwork Collaborative Problem Solving Communication Active Listening Skilled Multi Tasker Time Management Easily Adaptable Perspective Customer Service Humility Strategic Vision Sales Kindness

Alex Winnie Education Details

Frequently Asked Questions about Alex Winnie

What company does Alex Winnie work for?

Alex Winnie works for Plante Moran

What is Alex Winnie's role at the current company?

Alex Winnie's current role is Senior Financial Advisor.

What is Alex Winnie's email address?

Alex Winnie's email address is al****@****ran.com

What schools did Alex Winnie attend?

Alex Winnie attended Michigan State University, Michigan State University, Father Gabriel Richard High School - Ann Arbor.

What skills is Alex Winnie known for?

Alex Winnie has skills like Leadership, Teamwork, Collaborative Problem Solving, Communication, Active Listening, Skilled Multi Tasker, Time Management, Easily Adaptable, Perspective, Customer Service, Humility, Strategic Vision.

Who are Alex Winnie's colleagues?

Alex Winnie's colleagues are Courtney Hakim, Ania M. Nawrocka, Cpa, Ea, Janette Beasley, Alec Aiello, Patricia Nowak, Carolyn Bielawski, Bryan O'neill.

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