Alexander George
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Alexander George Email & Phone Number

Delivering measurable results as a Financial Professional ◄ Skilled in Data Analysis, Financial Reporting, and Investment Opportunities at Northeast Planning Associates
Location: Greater Boston, United States, United States 3 work roles 3 schools
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Current company
Northeast Planning Associates
Role
Delivering measurable results as a Financial Professional ◄ Skilled in Data Analysis, Financial Reporting, and Investment Opportunities
Location
Greater Boston, United States, United States
Company size
75 employees

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Quick answer

Alexander George is listed as Delivering measurable results as a Financial Professional ◄ Skilled in Data Analysis, Financial Reporting, and Investment Opportunities at Northeast Planning Associates, a company with 75 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Alexander George.

Alexander George previously worked as Summer Internship at Northeast Planning Associates and Personal Coach at Self-Employed. Alexander George holds Master Of Business Administration - Mba, Business Administration And Management, General from Bentley University - Mccallum Graduate School Of Business.

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Email format at Northeast Planning Associates

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Northeast Planning Associates

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Profile bio

About Alexander George

Numbers tell a story, a narrative of growth, decline, or stability, and I specialize in narrating that story. From forecasting financial planning and business analysis to supporting startups and clients in identifying new investment opportunities, every part of the economic process is a puzzle that I eagerly solve.As an MBA student graduating in the fall of 2024, I seek my next career opportunity with a client-centric finance company. Beyond the numbers, I also ardently believe in continuous learning and personal development. I recently completed my Series 63 certification and Securities Industry Essentials—FINRA and Bloomberg Market Concepts to hone my skills further. When not immersed in balance sheets or income statements, I volunteer at the Finance & Economics Club, providing services. The discipline and compassion I've learned from this experience have made me a better professional and person. Balance is the key to a successful life, and I strive to maintain a healthy work-life harmony.Skills: Financial Modeling, Forecasting, Data Analysis, Financial Reporting, Portfolio Management.

Current workplace

Alexander George's current company

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Northeast Planning Associates
Northeast Planning Associates
Delivering measurable results as a Financial Professional ◄ Skilled in Data Analysis, Financial Reporting, and Investment Opportunities
bedford, new hampshire, united states
Website
northeastplanning.com
Employees
75
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3 roles

Alexander George work experience

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Personal Coach

Current
Self-Employed

Nashua, New Hampshire, United States

  • Lead group or 1:1 session with students ages 8 – 18 years old to develop baseball skills and techniques
  • Personalize practice plans based on the individuals’ abilities and goals
  • Guide students on the college recruitment process and understanding NCAA policies
  • Collaborated with a team of three coaches to create a schedule plan of activities and lessons for 100 campers
Feb 2020 - Present

Executive Financial Assistant

Anniemac Home Mortgage

Bedford, New Hampshire, United States

  • Analyzed income and asset documents to determine debt-to-income ratios
  • Delivered administrative and financial support to clients, agents, and attorneys.
  • Provided clients with much sought-after information regarding mortgage refinancing, benefits, cost savings, and application details.
  • Built and sustained professional relationships with real estate agents and mortgage attorneys.
  • Analyzed income and asset documents to determine debt-to-income ratios.
  • Completed Mortgage Loan Originator class learning ins and outs of the industry to provide top support to team and clients.
Mar 2020 - Jun 2022
Team & coworkers

Colleagues at Northeast Planning Associates

Other employees you can reach at northeastplanning.com. View company contacts for 75 employees →

ES Elizabeth Salzberg Elizabeth Salzberg Colleague at Northeast Planning Associates Temple, New Hampshire, United States, United States View → DB Dylan Burling Dylan Burling Colleague at Northeast Planning Associates Newburyport, Massachusetts, United States, United States View → ML Michelle L. Wheeler Michelle L. Wheeler Colleague at Northeast Planning Associates Nashua, New Hampshire, United States, United States View → CB Connor Brisson Connor Brisson Colleague at Northeast Planning Associates Vermont, United States, United States View → DL Dominic Lucente, Cfp® Dominic Lucente, Cfp® Colleague at Northeast Planning Associates Manchester, New Hampshire, United States, United States View → CF Carole Fiorentino Carole Fiorentino Colleague at Northeast Planning Associates Haddonfield, New Jersey, United States, United States View → TJ Tracy Jean Tracy Jean Colleague at Northeast Planning Associates Bedford, New Hampshire, United States, United States View → JR John Ryder John Ryder Colleague at Northeast Planning Associates Manchester, New Hampshire, United States, United States View → ZS Zachary Silk, Crpc®, Fpqp™ Zachary Silk, Crpc®, Fpqp™ Colleague at Northeast Planning Associates Greater Boston, United States View → PC Phillip Curtis, Cfp®, Cep® Phillip Curtis, Cfp®, Cep® Colleague at Northeast Planning Associates Greater Boston, United States View →
3 education records

Alexander George education

FAQ

Frequently asked questions about Alexander George

Quick answers generated from the profile data available on this page.

What company does Alexander George work for?

Alexander George works for Northeast Planning Associates.

What is Alexander George's role at Northeast Planning Associates?

Alexander George is listed as Delivering measurable results as a Financial Professional ◄ Skilled in Data Analysis, Financial Reporting, and Investment Opportunities at Northeast Planning Associates.

Where is Alexander George based?

Alexander George is based in Greater Boston, United States, United States while working with Northeast Planning Associates.

What companies has Alexander George worked for?

Alexander George has worked for Northeast Planning Associates, Self-Employed, and Anniemac Home Mortgage.

Who are Alexander George's colleagues at Northeast Planning Associates?

Alexander George's colleagues at Northeast Planning Associates include Elizabeth Salzberg, Dylan Burling, Michelle L. Wheeler, Connor Brisson, and Dominic Lucente, Cfp®.

How can I contact Alexander George?

You can use AeroLeads to view verified contact signals for Alexander George at Northeast Planning Associates, including work email, phone, and LinkedIn data when available.

What schools did Alexander George attend?

Alexander George holds Master Of Business Administration - Mba, Business Administration And Management, General from Bentley University - Mccallum Graduate School Of Business.

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