Alex Barrett
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Alex Barrett Email & Phone Number

Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth at Truist Wealth
Location: Winston-Salem, North Carolina, United States 4 work roles 4 schools
1 work email found @truist.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@truist.com
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Current company
Role
Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth
Location
Winston-Salem, North Carolina, United States

Who is Alex Barrett? Overview

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Quick answer

Alex Barrett is listed as Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth at Truist Wealth, based in Winston-Salem, North Carolina, United States. AeroLeads shows a work email signal at truist.com and a matched LinkedIn profile for Alex Barrett.

Alex Barrett previously worked as Financial Advisor, Hoge-Barrett Group at Scott & Stringfellow and Investment Banking Analyst at Watermark Advisors. Alex Barrett holds Business Administration, Finance from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

Company email context

Email format at Truist Wealth

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{first}.{last}@truist.com
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AeroLeads found 1 current-domain work email signal for Alex Barrett. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Financial Modeling, Enterprise Valuation, Valuation Modeling, Portfolio Management, and 6 others.

Current workplace

Alex Barrett's current company

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Truist Wealth
Truist Wealth
Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth
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4 roles

Alex Barrett work experience

A career timeline built from the work history available for this profile.

Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth

Current

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.

Feb 2021 - Present

Investment Banking Analyst

Watermark Advisors
  • 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
Jun 2012 - May 2014

Equity Services Intern

  • 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
Jun 2011 - Aug 2011
4 education records

Alex Barrett education

Education record

Dale Carnegie Institute

Education record

Dale Carnegie Institute

Education record

Dale Carnegie Institute
FAQ

Frequently asked questions about Alex Barrett

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

What company does Alex Barrett work for?

Alex Barrett works for Truist Wealth.

What is Alex Barrett's role at Truist Wealth?

Alex Barrett is listed as Financial Advisor, The Hoge-Barrett Group, Truist Investment Services, Inc., Truist Wealth at Truist Wealth.

What is Alex Barrett's email address?

AeroLeads has found 1 work email signal at @truist.com for Alex Barrett at Truist Wealth.

Where is Alex Barrett based?

Alex Barrett is based in Winston-Salem, North Carolina, United States while working with Truist Wealth.

What companies has Alex Barrett worked for?

Alex Barrett has worked for Truist Wealth, Scott & Stringfellow, Watermark Advisors, and Wells Fargo Advisors.

How can I contact Alex Barrett?

You can use AeroLeads to view verified contact signals for Alex Barrett at Truist Wealth, including work email, phone, and LinkedIn data when available.

What schools did Alex Barrett attend?

Alex Barrett holds Business Administration, Finance from University Of North Carolina At Chapel Hill - Kenan-Flagler Business School.

What skills is Alex Barrett known for?

Alex Barrett is listed with skills including Financial Modeling, Enterprise Valuation, Valuation Modeling, Portfolio Management, Equity Valuation, Derivatives, Black Scholes, and Series 63.

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