Registered Representative
Current
Sep 2018 - Present
AeroLeads people directory · profile
Rita Alexander Email & Phone Number
Transamerica Financial Advisors Inc.
at
Transamerica Financial Advisors, Inc.
1 work email found
@tfaconnect.com
2 phones found area 303
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Transamerica Financial Advisors Inc.
Location
San Mateo, California, United States
Company size
Who is Rita Alexander? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rita Alexander is listed as Transamerica Financial Advisors Inc. at Transamerica Financial Advisors, Inc., a company with 1967 employees, based in San Mateo, California, United States. AeroLeads shows a work email signal at tfaconnect.com, phone signal with area code 303, and a matched LinkedIn profile for Rita Alexander.
Rita Alexander previously worked as Registered Representative at Transamerica Financial Advisors, Inc. and Financial Representative at Parsonex Securities Inc.. Rita Alexander holds Business Courses from University Of San Francisco.
Company email context
Email format at Transamerica Financial Advisors, Inc.
This section adds company-level context without repeating Rita Alexander's masked contact details.
{first}.{last}@tfaconnect.com
89% confidence
AeroLeads found 1 current-domain work email signal for Rita Alexander. Compare company email patterns before reaching out.
Profile bio
About Rita Alexander
I am an experienced investment industry professional with in-depth knowledge of financial instruments, compliance regulations and performance calculation.
Listed skills include Fixed Income, Securities, Portfolio Management, Investments, and 18 others.
Current workplace
Rita Alexander's current company
Company context helps verify the profile and gives searchers a useful next step.
Transamerica Financial Advisors, Inc.
7 roles · 11 years
Rita Alexander work experience
A career timeline built from the work history available for this profile.
Financial Representative
Sold financial service instruments including but not limited to Mutual funds, Bonds, ETFs, retirement plans and college education funds.
2015 - Dec 2016
Senior Data Analyst
Managed client portfolio of 30,000+ utilizing APX, Axys, Salesforce and custodial websites for delivery of real-time analysis. Met critical deadlines, in the execution of daily reconciliation, and monthly portfolio performance. Addressed and resolved client data issues with favorable outcomes. Identified and resolved data variances in client portfolios and.
Jun 2004 - Apr 2015
Portfolio Administrator
PORTFOLIO ADMINISTRATOR Executed corporate actions, including mergers, acquisitions, stock splits, spin-offs and dividends. Facilitated settlement of trades and communication with custodial banks and brokerage companies. Downloaded data and prices from custodians and IDC into Axys. Monitored and updated price files and researched exceptions. Maintained.
Apr 2002 - Apr 2004
Portfolio Administrator
Oversaw performance calculations in Axys. Engaged with institutional investors, high net worth clients and custodians. Supervised and trained staff in trade reconciliation process and with Bloomberg utilization. Managed the portfolio reconciliation function, lead generation and dissemination of appraisals including summaries, gains & loss reports, and.
May 1998 - Apr 2002
Investment Services Specialist -Treasurer'S Office.
Collaborated with regulatory entities, made portfolio performance presentations and provided consultative services to city/county agencies. Assisted with the execution and clearance of trades. Reviewed, analyzed and recommended inestment related activities in accordance with county policy and program guidelines. Hands on implementation experience of.
Sep 1997 - Feb 1998
Financial Advisor/Sales Representative
Transamerica Financial Resources
Sold a wide range of mutual funds, stocks, bonds, REITS, term/whole life insurance, fixed and variable annuities. Developed, implemented and monitored marketing campaigns to meet targeted sales goals.Provided extensive customer service through the use of telephone, client meetings and written reports
Apr 1994 - Sep 1997
Team & coworkers
Colleagues at Transamerica Financial Advisors, Inc.
Other employees you can reach at tfaconnect.com. View company contacts for 1967 employees →
KO
Kelcy Ou
Colleague at Transamerica Financial Advisors, Inc.
Braintree, Massachusetts, United States, United States
View →
MT
Mark Thompson
Colleague at Transamerica Financial Advisors, Inc.
Brookfield, Wisconsin, United States, United States
View →
BC
Benny Cheung
Colleague at Transamerica Financial Advisors, Inc.
Bellevue, Washington, United States, United States
View →
BM
Brenda Molina
Colleague at Transamerica Financial Advisors, Inc.
Corona, California, United States, United States
View →
BC
Brad Coles
Colleague at Transamerica Financial Advisors, Inc.
Franklin, Tennessee, United States, United States
View →
TM
Tyler Mitchell
Colleague at Transamerica Financial Advisors, Inc.
San Diego, California, United States, United States
View →
JM
Jane Mendenhall
Colleague at Transamerica Financial Advisors, Inc.
Modesto, California, United States, United States
View →
LF
Leslie F.
Colleague at Transamerica Financial Advisors, Inc.
Chicago, Illinois, United States, United States
View →
NW
Nessa Weathington
Colleague at Transamerica Financial Advisors, Inc.
Lawrenceville, Georgia, United States, United States
View →
CS
Charles Seilkop
Colleague at Transamerica Financial Advisors, Inc.
Lutz, Florida, United States, United States
View →
Kelcy Ou
Colleague at Transamerica Financial Advisors, Inc.
Braintree, Massachusetts, United States, United States
View →
MT
Mark Thompson
Colleague at Transamerica Financial Advisors, Inc.
Brookfield, Wisconsin, United States, United States
View →
BC
Benny Cheung
Colleague at Transamerica Financial Advisors, Inc.
Bellevue, Washington, United States, United States
View →
BM
Brenda Molina
Colleague at Transamerica Financial Advisors, Inc.
Corona, California, United States, United States
View →
BC
Brad Coles
Colleague at Transamerica Financial Advisors, Inc.
Franklin, Tennessee, United States, United States
View →
TM
Tyler Mitchell
Colleague at Transamerica Financial Advisors, Inc.
San Diego, California, United States, United States
View →
JM
Jane Mendenhall
Colleague at Transamerica Financial Advisors, Inc.
Modesto, California, United States, United States
View →
LF
Leslie F.
Colleague at Transamerica Financial Advisors, Inc.
Chicago, Illinois, United States, United States
View →
NW
Nessa Weathington
Colleague at Transamerica Financial Advisors, Inc.
Lawrenceville, Georgia, United States, United States
View →
CS
Charles Seilkop
Colleague at Transamerica Financial Advisors, Inc.
Lutz, Florida, United States, United States
View →
2 education records
Rita Alexander education
Business Courses
Mba, Accounting And Finance
FAQ
Frequently asked questions about Rita Alexander
Quick answers generated from the profile data available on this page.
What company does Rita Alexander work for?
Rita Alexander works for Transamerica Financial Advisors, Inc..
What is Rita Alexander's role at Transamerica Financial Advisors, Inc.?
Rita Alexander is listed as Transamerica Financial Advisors Inc. at Transamerica Financial Advisors, Inc..
What is Rita Alexander's email address?
AeroLeads has found 1 work email signal at @tfaconnect.com for Rita Alexander at Transamerica Financial Advisors, Inc..
What is Rita Alexander's phone number?
AeroLeads has found 2 phone signal(s) with area code 303 for Rita Alexander at Transamerica Financial Advisors, Inc..
Where is Rita Alexander based?
Rita Alexander is based in San Mateo, California, United States while working with Transamerica Financial Advisors, Inc..
What companies has Rita Alexander worked for?
Rita Alexander has worked for Transamerica Financial Advisors, Inc., Parsonex Securities Inc., Advent Software Inc., Franklin Templeton Investments, and Seneca Capital Management.
Who are Rita Alexander's colleagues at Transamerica Financial Advisors, Inc.?
Rita Alexander's colleagues at Transamerica Financial Advisors, Inc. include Kelcy Ou, Mark Thompson, Benny Cheung, Brenda Molina, and Brad Coles.
How can I contact Rita Alexander?
You can use AeroLeads to view verified contact signals for Rita Alexander at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Rita Alexander attend?
Rita Alexander holds Business Courses from University Of San Francisco.
What skills is Rita Alexander known for?
Rita Alexander is listed with skills including Fixed Income, Securities, Portfolio Management, Investments, Trading, Corporate Actions, Bloomberg, and Equities.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Rita Alexander you were looking for.
View similar profiles
