Alexander Repp Email & Phone Number

Washington, DC, US

Malvern, PA

Malvern, PA

Chevy Chase, MD

Fulfilled an entrepreneurial ambition and started a personal business delivering and supporting technology solutions to home users and small businesses. Rapidly expanded business through marketing initiatives such as Yelp promotions, cards and flyers, listservs, and most importantly word-of-mouth. Leveraged Salesforce CRM to organize my clients, who grew.

Bethesda, Maryland

Dedicated Financial Advisor helping families, executives, and business owners transition to retirement, fund college and educational objectives, accumulate wealth using tax efficient strategies, and structure charitable gifting strategies.Specialties:Comprehensive Financial Planning, Retirement and Asset Allocation Analysis, Stock Option and Restricted.

Bala Cynwyd, PA

• Evaluated enterprise software start-ups for investment
• Screened companies for suitable staging and explored merit of proceeding with due diligence
• Analyzed in-person pitch presentations, focused on go-to-market strategy and market size
• Emphasized qualitative aspects of investment, including industry attractiveness and quality of management
• Designed and transitioned the team's deal tracked system from antiquated Excel format to more functional and flexible Salesforce

Radnor, PA

• Conducted security due diligence on current and prospective equity investments for $4.3 billion assets under management
• Developed investment theses for prospective investments, focusing on quantitative measures of profitability and valuation
• Selected best-in-class alternative investments for a new portfolio template, including MLPs and REITs, which was then successfully marketed to clients
• Personally research investment thesis was accepted by Investment Committee, and the resulting investment generated positive returns for clients
• Advised client relationship managers on idiosyncratic client issues

Conshohocken, PA

• Acted as a multi-faceted assistant to a duo of commercial real estate brokers specializing in apartments in thePhiladelphia tri-state area
• Eclectic range of tasks required high degree of flexibility
• Developed proposal packages and offering memorandums, many of which resulted in successfully sold properties
• Conducted market research to create more accurate pricing and valuation models for listed properties, often utilizing cold calls that required significant creativity
• Continued in part-time capacity after co-op