Pursuing job opportunities that fuse my background in finance and economics with my passion for emerging innovations in the STEM field. Earned a Business Economics degree from The Ohio State University’s Fisher College of Business in 2019.Relevant work experience in investments and wealth management for high-net-worth clients at Vanguard and a boutique Australian firm, Mercury Private. I have obtained professional designations as a registered broker and investment advisor through passing the SIE, Series 7, and Series 66 exams. I possess a strong background in determining investment suitability and tailoring fund recommendations to clients' unique financial needs, risk tolerance, and long-term goals. Outside of work, I am a highly competitive pickleball player that loves to travel. You can frequently find my head buried in a book or article pertaining to my fascination with disruptive technologies, namely electric vehicles, molecular genetics and space exploration.
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High Net Worth Client ConsultantVanguard Jul 2019 - Jun 2021Charlotte, North Carolina, United States -
InternMercury Private Wealth Creation & Management May 2018 - Jul 2018Sydney, Australia
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Residence Life Office AssistantThe Ohio State University Aug 2016 - Jan 2017Columbus, Ohio Area
Alyssa Watts Education Details
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Specialization: Economics; Extended Coursework In Molecular Genetics -
Post Secondary Enrollment -
High School Diploma
Frequently Asked Questions about Alyssa Watts
What is Alyssa Watts's role at the current company?
Alyssa Watts's current role is Prior High Net Worth Client Consultant at Vanguard.
What schools did Alyssa Watts attend?
Alyssa Watts attended The Ohio State University Fisher College Of Business, The Ohio State University, Olentangy Liberty High School.
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