Alexander Meleis, Cfa Email & Phone Number

Orlando, FL, US

Lake Mary, Florida, United States

Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.Discuss both economic and client portfolio topics. Conduct introductory and ongoing review calls, build the client relationship and rapport, discuss the relevant economic outlook.

Orlando, Florida, United States

Produced and continually worked to automate PNC’s approved investment platform reporting, using different system such as excel, Morningstar, Factset, SQL, and Python. Acted as a resource for PNC’s Private Bank and Institutional investment advisors, providing them with the tools to best serve their clients. Created client approved materials to demonstrate.

Philadelphia, Pennsylvania, United States

Supported the international equity team members to ensure that appropriate investment managers are reviewed and selected for the platform. Under limited direction, performed analysis, due diligence research, monitoring, and analytical activities for the international equity managers. Participated in manager interviews and actively learned and incorporated.

Pittsburgh, Pennsylvania, United States

Investment Manager and Portfolio Research Associate (Sep 2018 - Mar 2019) I worked in the Investment Advisor Research Department at PNC on the International Equities team. This department is responsible for monitoring, adding, and removing different mutual funds, ETFs, and alternatives investments from the PNC platform. It was a wonderful experience to.

Orlando, Florida Area

As a Finance student at The University of Central Florida (UCF) I worked in the UCF Financial Trading Lab. UCF has 11 Bloomberg Terminals in the Finance Trading Lab which is located on the first floor of the Business Administration Building. Bloomberg Essentials terminals are available to provide UCF students with an introduction to the Bloomberg.

Orlando, Florida, United States

Engaged with clients as they entered the branch. Helped clients with everyday transactions such as depositing or cashing checks, reordering a debit card, or helping update their address. Taught clients how to use self-service options. Helped customers learn how to complete their banking needs with self-service options, including the Chase Mobile App.

Mba Candidate, Business Administration And Management, General

Bachelor Of Science In Business Administration, Finance

Bachelor Of Science - Bs, Health Sciences

Education record

The Transcedental Meditation Program

The Transcendental Meditation Program: Developing the Total Potential of the Human Brain The Transcendental Meditation technique is a.

Financial Modeling Boot Camp & Self Study Courses

Activities and Societies: DCF Modeling, Financial Statement Modeling, Merger & Acquisition Modeling, Excel VBA, Analyzing Financial.