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Preston B. is listed as Investment Adviser at Alpha Wealth Funds | Finance Student at UVU Woodbury School of Business at Alpha Wealth Funds, a company with 6 employees, based in Provo, Utah, United States. AeroLeads shows phone signal with area code 414 and a matched LinkedIn profile for Preston B..
Preston B. previously worked as Investment Adviser Representative at Alpha Wealth Funds and Hedge Fund Analyst at Alpha Wealth Funds. Preston B. holds Bachelor Of Science - Bs, Finance from Utah Valley University.
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Hi there! I'm Preston, a finance student at Utah Valley University's Woodbury School of Business graduating in December 2024 with an emphasis in investment and portfolio management. My journey in finance has been shaped by a deep passion for investing and a love for service and philanthropy.Professionally, my role at Alpha Wealth Funds has provided me with the opportunity to manage diverse assets and develop customized investment strategies for high-net-worth clients. In addition to managing client portfolios, I contribute to our fund strategies by conducting in-depth investment analysis and comprehensive risk assessments. In addition to my work at Alpha Wealth Funds, I currently am a Student Venture Associate with UVU’s Wolverine Fund. In this role, I collaborate with our team to evaluate early-stage startups and structure seed and early funding round deals. This experience has sharpened my ability to identify promising startups and innovative business models, ensuring they align with the fund's strategic vision.Beyond my academic and professional pursuits, I am an avid learner, always staying current with the latest trends in finance and global markets. When I'm not managing my portfolio or developing new strategies, you can find me skiing, surfing, or spending quality time with my wife and kids.I am eager to connect with like-minded professionals, explore new opportunities, and collaborate on ventures that align with my skills and passions. Whether you're in finance, entrepreneurship, or beyond, I look forward to exchanging insights and exploring potential collaborations.
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A career timeline built from the work history available for this profile.
Park City, Utah, United States
- Actively manage $6 million in client assets, developing and executing diversified investment strategies tailored to individual goals and risk profiles.- Conduct comprehensive financial assessments and in-depth research to evaluate and identify investment opportunities for client and fund strategies.- Facilitate client investments in private real estate.
Park City, Utah, United States
- Worked with portfolio manager for Alpha Diversified Fund, a multi-manager/multi-strategy hedge fund (fund of funds).- Conducted operational due diligence on pooled entities and potential investment opportunities with different funds invested in a variety of asset classes.- Monitored and tracked portfolio performance, conducting regular reviews and.
Orem, Utah, United States
- Lead VC relations as the primary point of contact for venture capital firms, facilitating deal flow and partnerships on behalf of the team.- Perform thorough market research, financial analysis, and risk assessments to evaluate potential investment opportunities in early-stage startups.- Assist in structuring and evaluating deals ranging from $10k to.
- Conduct quality control inspections and audits, ensuring compliance with standards, and provide grading and coaching for customer service department of 150+ agents.- Collaborate with cross-functional teams to identify and resolve quality issues, contributing to continuous improvement in service delivery.- Developed and implemented comprehensive analytics.
- Consistently exceeded performance goals and productivity metrics, total tickets solved, handle time, and first call resolution.
Other employees you can reach at alphawealthfunds.com. View company contacts for 6 employees →
M. Ken Nukaya
Colleague at Alpha Wealth Funds
Provo, Utah, United States, United States
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Ray Alston, Phd
Colleague at Alpha Wealth Funds
Columbus, Ohio, United States, United States
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Madison Snizek
Colleague at Alpha Wealth Funds
Orem, Utah, United States, United States
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JT
Jayden Thomas
Colleague at Alpha Wealth Funds
Ogden, Utah, United States, United States
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JB
Jenny Bober
Colleague at Alpha Wealth Funds
Brigham City, Utah, United States, United States
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Activities and Societies: - Student Investing Club Member - Stock Exchange Club Member - Banking and Finance Club Member Relevant.
Activities and Societies: DECA Competitor Finalist - Marketing FBLA Competitor - Entrepreneurship
Quick answers generated from the profile data available on this page.
Preston B. works for Alpha Wealth Funds.
Preston B. is listed as Investment Adviser at Alpha Wealth Funds | Finance Student at UVU Woodbury School of Business at Alpha Wealth Funds.
AeroLeads has found 1 phone signal(s) with area code 414 for Preston B. at Alpha Wealth Funds.
Preston B. is based in Provo, Utah, United States while working with Alpha Wealth Funds.
Preston B. has worked for Alpha Wealth Funds, Utah Valley University: Wolverine Fund, Gabb, Kroger, and Nerdstogo, Inc..
Preston B.'s colleagues at Alpha Wealth Funds include M. Ken Nukaya, Ray Alston, Phd, Madison Snizek, Jayden Thomas, and Jenny Bober.
You can use AeroLeads to view verified contact signals for Preston B. at Alpha Wealth Funds, including work email, phone, and LinkedIn data when available.
Preston B. holds Bachelor Of Science - Bs, Finance from Utah Valley University.
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