Alex Hooks Email & Phone Number
Who is Alex Hooks? Overview
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Alex Hooks is listed as Instructor and Franchise Owner at Kumon North America, Inc., a with 25 employees, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Alex Hooks.
Alex Hooks previously worked as Client Relationship Manager and Paraplanner at Massmutual Oregon and Peer Financial Coach at University Of Oregon. Alex Hooks holds Bachelor Of Science - Bs, Business Administration from University Of Oregon - Charles H. Lundquist College Of Business.
Email format at Kumon North America, Inc.
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About Alex Hooks
Experienced in financial services and financial coaching, focusing on defensive planning/life insurance as well as financial strategies.
Alex Hooks's current company
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Alex Hooks work experience
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Client Relationship Manager And Paraplanner
Current• Collaborated with 3 financial advisors to develop tailored financial plans and investment strategies for high net-worth individuals.• Prepared wholistic financial reports using the RightCapital wealth management system, analyzing multifaceted financial plans.• Managed digital onboarding of client investment accounts and monitored asset transfers via the firm's CRM system.
Peer Financial Coach
• Educated and assisted students on budgeting, student loan repayment, and credit management.• Hosted workshops for groups of 25+ students to provide financial literacy.• Established connections with campus communities to expand the Financial Wellness Center program.
Financial Representative
• Consulted with clients on financial strategies to achieve their goals.• Built and managed client relationships, educating them on complex financial concepts.• Recognized on the "Top Intern List" for outstanding performance.• Utilized client acquisition techniques to secure 3 new clients.
Specialty Sales Associate (Technology Department)
• Provided personalized tech solutions through guest engagement, product training, and demo events.• Managed inventory, stocked shelves, and organized displays to enhance customer experience.• Applied critical thinking skills to solve customer issues in a fast-paced retail environment.
Tutor
• Instructed students in Math and Reading skills, tailored to individual needs.• Graded student’s classwork and homework, providing feedback when necessary.• Assisted in data entry and utilized proprietary computer systems for planning student coursework.
Alex Hooks education
Frequently asked questions about Alex Hooks
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What company does Alex Hooks work for?
Alex Hooks works for Kumon North America, Inc..
What is Alex Hooks's role at Kumon North America, Inc.?
Alex Hooks is listed as Instructor and Franchise Owner at Kumon North America, Inc..
Where is Alex Hooks based?
Alex Hooks is based in Portland, Oregon, United States while working with Kumon North America, Inc..
What companies has Alex Hooks worked for?
Alex Hooks has worked for Kumon North America, Inc., Massmutual Oregon, University Of Oregon, and Target.
How can I contact Alex Hooks?
You can use AeroLeads to view verified contact signals for Alex Hooks at Kumon North America, Inc., including work email, phone, and LinkedIn data when available.
What schools did Alex Hooks attend?
Alex Hooks holds Bachelor Of Science - Bs, Business Administration from University Of Oregon - Charles H. Lundquist College Of Business.
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