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@crownbenefits.com
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Alexander Richards is listed as Creative Problem Solver | Engaging Communicator | Artist + Surfer at FunJoin, based in Los Angeles, California, United States. AeroLeads shows a work email signal at crownbenefits.com and a matched LinkedIn profile for Alexander Richards.
Alexander Richards previously worked as Customer Success and Knowledge Management Lead at Funjoin and Consultant at Cmc Pension Professionals. Alexander Richards holds Bachelor Of Arts In Business Economics, Minor In Art History from University Of California, Los Angeles.
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Passionate and precise communicator with five years of experience collaborating with others anddelivering solutions. Eager to make an immediate impact and excited to serve others with intellect, insight,and efficiency. Guided 200 clients through a takeover and transition of services.
Listed skills include Leadership, Public Speaking, Microsoft Office, Teamwork, and 6 others.
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Los Angeles, California, United States
- Manage and create engaging content for our Help Center- Lead Onboarding and Customer Success efforts- Contribute valuable insights to the internal team knowledge to aid informed decision-making across marketing, sales, and development.
Glendale, California, United States
● Assisted in all aspects of a successful business purchase and transition of services● Retained 90%+ of clients one year after the official transition● Performed meticulous valuations of retirement plans and corrected administrative issues● Managed comprehensive transfer of financial and employee information for 100+ clients● Created detailed training materials and led engaging employee training sessions
Los Angeles
• Assisted in all administration responsibilities for over 200 employer sponsored retirement plans• Helped design customized 401(k), 403(b), defined benefit, and cash balance plans• Presented plan designs to decision-makers and developed new business• Managed interns and data entry clerks effectively and increased their productivity• Created 200+ detailed valuations of retirement plan trusts• Performed required nondiscrimination, top-heavy, and minimum coverage tests• Mastered Customer Relationship Management software and strengthened connections with clients
Redondo Beach, California
• Performed thorough research on mutual funds, annuities, and other investments• Executed securities trades on behalf of Registered Investment Advisor• Conducted risk analysis on client portfolios• Created detailed retirement income projections • Managed financial records and paperwork for over 100 clients
Los Angeles
• Provided financial and career mentorship to 10 under-resourced high school students• Created engaging and informative lessons on an array of personal finance topics• Presented confidently in front of large groups of over 40 people during weekly meetings
Beverly Hills, California
• Assisted in the day-to-day management of multi-million dollar Andy Warhol collection• Analyzed trends in auction sales and made recommendations for action• Performed marketing cost analysis on digital advertising strategies• Utilized Search Engine Optimization techniques to increase online visibility • Prepared purchase agreements, shipping documents, and certificates of authenticity
Redwood City, Ca
• Assisted in special programs in the engineering department• Oversaw and managed lab inventory• Created plans for the organizational restructuring of engineering lab
Activities and Societies: Moneythink, Sigma Phi Epsilon Fraternity
Activities and Societies: Captain, Varsity Track and Field
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Alexander Richards works for FunJoin.
Alexander Richards is listed as Creative Problem Solver | Engaging Communicator | Artist + Surfer at FunJoin.
AeroLeads has found 2 work email signals at @crownbenefits.com for Alexander Richards at FunJoin.
Alexander Richards is based in Los Angeles, California, United States while working with FunJoin.
Alexander Richards has worked for Funjoin, Cmc Pension Professionals, Crown Benefits, Inc., Northpoint Financial Group, and Moneythink.
You can use AeroLeads to view verified contact signals for Alexander Richards at FunJoin, including work email, phone, and LinkedIn data when available.
Alexander Richards holds Bachelor Of Arts In Business Economics, Minor In Art History from University Of California, Los Angeles.
Alexander Richards is listed with skills including Leadership, Public Speaking, Microsoft Office, Teamwork, Business Development, Project Management, Market Analysis, and Event Planning.
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