Alex Barrett

Alex Barrett Email and Phone Number

Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Alex Barrett's Location
Winston-Salem, North Carolina, United States, United States
Alex Barrett's Contact Details

Alex Barrett personal email

n/a
About Alex Barrett

Alex Barrett is a Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. He possess expertise in financial modeling, enterprise valuation, valuation modeling, portfolio management, equity valuation and 5 more skills.

Alex Barrett's Current Company Details
Truist Wealth

Truist Wealth

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Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth
Alex Barrett Work Experience Details
  • Truist Wealth
    Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth
    Truist Wealth Feb 2021 - Present
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
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  • Scott & Stringfellow
    Financial Advisor, Hoge-Barrett Group
    Scott & Stringfellow May 2014 - Feb 2021
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  • Watermark Advisors
    Investment Banking Analyst
    Watermark Advisors Jun 2012 - May 2014
    Watermark Advisors seeks to aid business owners looking to grow or harvest value from their companies by providing superior: • Private Debt and Equity Financings • Merger and Acquisition Advisory Services • Strategic and Financial Modeling • Valuations and Fairness Opinions
  • Wells Fargo Advisors
    Equity Services Intern
    Wells Fargo Advisors Jun 2011 - Aug 2011
    • Developed best execution review and liquidity analysis of over 210 million ETF shares traded over the year• Tracked clients’ treasury bill exposure prior to debt-ceiling crisis and reported daily to management• Studied and assisted operations in equity-agency, options, and commodities desks during weekly rotations• Prospected 180 high worth donors for United Way of St. Louis in a summer long community affairs project
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Alex Barrett Skills

Financial Modeling Enterprise Valuation Valuation Modeling Portfolio Management Equity Valuation Derivatives Black Scholes Series 63 Series 7 Series 65

Alex Barrett Education Details

Frequently Asked Questions about Alex Barrett

What company does Alex Barrett work for?

Alex Barrett works for Truist Wealth

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

Alex Barrett's current role is Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth.

What is Alex Barrett's email address?

Alex Barrett's email address is al****@****unc.edu

What schools did Alex Barrett attend?

Alex Barrett attended University Of North Carolina At Chapel Hill - Kenan-Flagler Business School, Dale Carnegie Institute, Dale Carnegie Institute, Dale Carnegie Institute.

What skills is Alex Barrett known for?

Alex Barrett has skills like Financial Modeling, Enterprise Valuation, Valuation Modeling, Portfolio Management, Equity Valuation, Derivatives, Black Scholes, Series 63, Series 7, Series 65.

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