Alex Workman
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Alex Workman Email & Phone Number

Portfolio Implementation Specialist at Fisher Investments
Location: San Francisco Bay Area, United States, United States 11 work roles 2 schools
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Current company
Role
Portfolio Implementation Specialist
Location
San Francisco Bay Area, United States, United States
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Who is Alex Workman? Overview

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Quick answer

Alex Workman is listed as Portfolio Implementation Specialist at Fisher Investments, a company with 5129 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Alex Workman.

Alex Workman previously worked as Portfolio Implementation Associate at Fisher Investments and Senior Analyst at University Of Oregon Investment Group. Alex Workman holds Bachelor'S Degree, Business Administration And Management, General, Senior from University Of Oregon - Charles H. Lundquist College Of Business.

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Fisher Investments

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Profile bio

About Alex Workman

Senior at the University of Oregon, majoring in Business Administration with a keen focus on Finance. My academic journey has been marked by a dynamic blend of leadership roles and hands-on experiences, all of which have been instrumental in shaping my career aspirations.After successfully concluding my tenure as Vice President of Finance at Alpha Kappa Psi, I am excited to reflect on the invaluable experiences gained during my time in this role. Throughout my tenure, I dedicated myself to meticulously managing our organization's balance sheet and ensuring positive cash flow while spearheading impactful fundraising efforts through strategic collaborations with local businesses. This position has not only refined my financial expertise but also deepened my appreciation for the power of effective teamwork in achieving shared goals.Additionally, my role as a Senior Analyst at the University of Oregon Investment Group has equipped me with invaluable skills in equity valuation, 3-Statement Financial Model, and research. I've honed my analytical prowess by using models like the Discounted Cash Flow Model, Precedent Transaction Analysis, and Relative Valuation Model to evaluate companies.One standout experience in my journey was a 10-week internship in Southeast Asia with a prominent Japanese blockchain company. This immersive opportunity allowed me to traverse seven countries, immerse myself in diverse cultures, and gain insights into the nuances of Japanese workplace culture. This experience broadened my global perspective and enhanced my adaptability.Looking forward to post-graduation, I am excited to announce that I have accepted a position with Fisher Investments as a Portfolio Operations Associate. In this role, I will be responsible for translating investment strategies crafted by our Investment Policy Committee (IPC) into actionable orders for our trading team. By executing orders consistent with their recommendations, I will uphold the integrity of portfolios for our high-net-worth clients, aiding them in achieving their long-term financial objectives.

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Alex Workman's current company

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Fisher Investments
Fisher Investments
Portfolio Implementation Specialist
California, United States
Employees
5129
AeroLeads page
11 roles

Alex Workman work experience

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Portfolio Implementation Associate

Current

Camas, Washington, United States

  • Oversee trade order generation in new client accounts and existing client accounts to align with the appropriate strategy
  • Produce account level trade orders to implement strategy level changes
  • Facilitate prompt and accurate execution of client trade requests
  • Support client services by serving as a point of contact for questions related to individual client portfolios
  • Perform operational tasks related to client portfolio management
  • Help design, execute, and maintain scalable workflows and systems that support the future growth of our business
Jul 2024 - Present

Finance Committee

Eugene, Oregon, United States

Alpha Kappa Psi is a Professional Co-ed Business Fraternity founded in 1904 with the purpose of developing its members into principled business leaders. Alpha Kappa Psi has grown to be the oldest and largest business fraternity in the world! With an extensive network of alumni, members are able to land opportunities at some of the most profitable companies.

Nov 2021 - Jun 2024

Vice President Of Finance

Eugene, Oregon, United States

  • Manage the organization's budget sheet at the beginning of each term while making educated assumptions that will affect the fraternities projected net income
  • In charge of fundraising at local businesses to support activities for the fraternity and assuring members pay their membership dues on time
  • Collaborate with the executive team each week to ensure the fraternity is being run efficiently and providing members with the best professional development experience
Feb 2023 - Feb 2024

Business Development And Research Intern

Singapore, Singapore

  • Researched and identified prospective clients across Asia, fostering valuable connections and introducing intricate blockchain solutions, leading to Zoom meetings for further collaboration
  • Investigated and evaluated global players in Real World Asset tokenization, analyzing market dynamics and player distinctions to guide strategic business decisions
  • Led business development by crafting essential research documents and collaborating with Japanese supervisor and colleagues to enhance presentations, ensuring accuracy, clarity, and a high level of professionalism in.
Jun 2023 - Aug 2023

Business Operations Intern

San Jose, California, United States

  • Experienced various key areas of the company’s operations including will-call, deliveries, administration, warehouse, inside and outside sales, etc.
  • Participated in routine performance meetings and worked closely with management to increase efficiency and output while finding ways to minimize cost
  • Implemented Cross Training Board which increased employee efficiency and determination of employees through identifying and describing all Branch processes relevant to day-to-day operations to show team members who’s.
Jun 2022 - Sep 2022

Store Cashier

Palo Alto, California, United States

Jul 2021 - Sep 2021

In Store Shopper

Palo Alto, California, United States

Jul 2021 - Sep 2021

Junior And Senior Class President

Sunnyvale, California, United States

  • One of four students voted on by the entire graduating class to aid in decision-making and voice opinions for respective class
  • Planned and initiated events that coordinated with our class such as homecoming week, Junior and Senior Prom, and specific events that are for the class of 2020
  • Dedicated personal time outside of school to ensure that all events were the best the school has ever seen
  • Impressed the class of 2020 incredibly that they voted me class president two years in a row
Sep 2018 - Jun 2020
Team & coworkers

Colleagues at Fisher Investments

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2 education records

Alex Workman education

Education record

Activities and Societies: Varsity Tennis, Varsity Track, Varsity Cross Country, Track and Field Captain, Junior and Senior Class.

FAQ

Frequently asked questions about Alex Workman

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What company does Alex Workman work for?

Alex Workman works for Fisher Investments.

What is Alex Workman's role at Fisher Investments?

Alex Workman is listed as Portfolio Implementation Specialist at Fisher Investments.

Where is Alex Workman based?

Alex Workman is based in San Francisco Bay Area, United States, United States while working with Fisher Investments.

What companies has Alex Workman worked for?

Alex Workman has worked for Fisher Investments, University Of Oregon Investment Group, Alpha Kappa Psi - University Of Oregon, Ginco Inc, and Slakey Brothers.

Who are Alex Workman's colleagues at Fisher Investments?

Alex Workman's colleagues at Fisher Investments include Stephanie T., Dixian Montano, Stefano Simionato, Ciia, Sam Popoff, and Mason Minder.

How can I contact Alex Workman?

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What schools did Alex Workman attend?

Alex Workman holds Bachelor'S Degree, Business Administration And Management, General, Senior from University Of Oregon - Charles H. Lundquist College Of Business.

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