Alexis Halter

Alexis Halter Email and Phone Number

CFO of Free Advice Guy @
Alexis Halter's Location
Greater Phoenix Area, United States
Alexis Halter's Contact Details

Alexis Halter personal email

About Alexis Halter

Alexis Halter is a CFO of Free Advice Guy at Free Advice Guy. They possess expertise in python, microsoft office, strategic financial planning, microsoft word, powerpoint and 12 more skills. They is proficient in Spanish.

Alexis Halter's Current Company Details
Free Advice Guy

Free Advice Guy

CFO of Free Advice Guy
Alexis Halter Work Experience Details
  • Free Advice Guy
    Chief Financial Officer
    Free Advice Guy Aug 2024 - Present
  • Usaa
    Financial Advisor
    Usaa Nov 2016 - Jun 2020
    Phoenix, Arizona Area
  • Broadridge
    Financial Analyst
    Broadridge Jul 2016 - Oct 2016
    Phoenix, Arizona Area
    • Prepare timely and accurate Net Assets Values and other fund accounting output for subsequent review.• Record accurately, and by the Department policies and procedures, such accounting records as securities positions, corporate actions related, and system entries.• Reconcile various accounts, or reviewing reconciliations prepared by others, and promptly researching and correcting any variances.• Identify exceptions and problems affecting accounting records and prices, communicating same to management, and assisting in their resolution.
  • Vanguard
    Brokerage Investment Professional
    Vanguard Aug 2015 - Jul 2016
    United States
    I assist clients as well as bilingual clients with various tasks such as, asset consolidation, providing investment guidance, assisting with asset transfers, providing detailed mutual fund information, assisting with opening new accounts and performing brokerage transactions.
  • Arizona State University
    Office Support Specialist At The Pat Tilman Veterans Center
    Arizona State University Dec 2012 - Apr 2015
    Tempe, Az
    Provide accounting office with assistance with Veteran and Dependent student accounts• Educate Veterans regarding Veteran Center services and Post 9/11 benefits• Provide administrative support including answering phones and questions related to application process• Cross-reference student tuition and fees using Excel Spreadsheets and PeopleSoft Data • Train new employees on software systems: PeopleSoft and VA-Once• Account for payments received from VA and maintain updated data base for funds received• Calculate remaining Chapter 33 benefits each semester for each student using excel• Post student contracts with tuition and fees on PeopleSoft• Help organize financial receipts and payments• Account for payments received from VA • Assist in creating a Veteran dependents new student orientation
  • The M Group & Associates
    Financial Planning Intern
    The M Group & Associates Jan 2014 - May 2014
    The M Group & Associates is the only ING agency in Tempe and one of two in the state of Arizona! Our ING branch office in Tempe is specifically dedicated to working with current undergraduate and graduate students at Arizona State University and helping them build successful careers in the financial services world. We make the training with our internship program a focal point at The M Group which allows us to create and maintain successful financial advisors for years to come. It is a fantastic opportunity for any current student looking for a fun, fast-paced work environment with the opportunity to grow within the company!

Alexis Halter Skills

Python Microsoft Office Strategic Financial Planning Microsoft Word Powerpoint Investments Microsoft Excel Public Speaking Finance Peoplesoft Time Management Customer Service Financial Analysis Retail Veterans Benefits Data Entry Spanish

Alexis Halter Education Details

Frequently Asked Questions about Alexis Halter

What company does Alexis Halter work for?

Alexis Halter works for Free Advice Guy

What is Alexis Halter's role at the current company?

Alexis Halter's current role is CFO of Free Advice Guy.

What is Alexis Halter's email address?

Alexis Halter's email address is al****@****ard.com

What schools did Alexis Halter attend?

Alexis Halter attended Arizona State University, Estrella Mountain Community College, Vanguard University Of Southern California.

What are some of Alexis Halter's interests?

Alexis Halter has interest in Microsoft Word, Supply Chain Operations, Powerpoint, Consulting, Investing, Financial Planning.

What skills is Alexis Halter known for?

Alexis Halter has skills like Python, Microsoft Office, Strategic Financial Planning, Microsoft Word, Powerpoint, Investments, Microsoft Excel, Public Speaking, Finance, Peoplesoft, Time Management, Customer Service.

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