AeroLeads people directory · profile
Alex Hart, Cfp® Email & Phone Number
Head of Client Experience
at
SoundRidge Private Wealth
1 work email found
@janney.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Client Experience
Location
New York, New York, United States
Company size
Who is Alex Hart, Cfp®? Overview
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Quick answer
Alex Hart, Cfp® is listed as Head of Client Experience at SoundRidge Private Wealth, a company with 5 employees, based in New York, New York, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Alex Hart, Cfp®.
Alex Hart, Cfp® previously worked as Registered Client Associate at Janney Montgomery Scott Llc and Financial Coach at Neighborhood Trust Financial Partners. Alex Hart, Cfp® studied at Indiana University - Kelley School Of Business.
Company email context
Email format at SoundRidge Private Wealth
This section adds company-level context without repeating Alex Hart, Cfp®'s masked contact details.
*@janney.com
68% confidence
AeroLeads found 1 current-domain work email signal for Alex Hart, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Alex Hart, Cfp®
Alex Hart, Cfp® is a Head of Client Experience at SoundRidge Private Wealth. He possess expertise in business strategy, accounting, microsoft excel, business analysis.
Listed skills include Business Strategy, Accounting, Microsoft Excel, and Business Analysis.
Current workplace
Alex Hart, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Soundridge Private Wealth
6 roles
Alex Hart, Cfp® work experience
A career timeline built from the work history available for this profile.
Registered Client Associate
Current
Mar 2021 - Present
Financial Coach
Apr 2020 - Mar 2021
Equities Trader
Sep 2017 - Apr 2019
Investments Analyst
May 2016 - Aug 2016
Junior Staff Accountant
May 2014 - Aug 2014
1 education record
Alex Hart, Cfp® education
FAQ
Frequently asked questions about Alex Hart, Cfp®
Quick answers generated from the profile data available on this page.
What company does Alex Hart, Cfp® work for?
Alex Hart, Cfp® works for SoundRidge Private Wealth.
What is Alex Hart, Cfp®'s role at SoundRidge Private Wealth?
Alex Hart, Cfp® is listed as Head of Client Experience at SoundRidge Private Wealth.
What is Alex Hart, Cfp®'s email address?
AeroLeads has found 1 work email signal at @janney.com for Alex Hart, Cfp® at SoundRidge Private Wealth.
Where is Alex Hart, Cfp® based?
Alex Hart, Cfp® is based in New York, New York, United States while working with SoundRidge Private Wealth.
What companies has Alex Hart, Cfp® worked for?
Alex Hart, Cfp® has worked for Soundridge Private Wealth, Janney Montgomery Scott Llc, Neighborhood Trust Financial Partners, Trillium Management, Llc, and Loews Corporation.
How can I contact Alex Hart, Cfp®?
You can use AeroLeads to view verified contact signals for Alex Hart, Cfp® at SoundRidge Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Alex Hart, Cfp® attend?
Alex Hart, Cfp® studied at Indiana University - Kelley School Of Business.
What skills is Alex Hart, Cfp® known for?
Alex Hart, Cfp® is listed with skills including Business Strategy, Accounting, Microsoft Excel, and Business Analysis.
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