Alex Smith, Cfa, Cfp®

Alex Smith, Cfa, Cfp® Email and Phone Number

Financial Advisor at Plante Moran @ Plante Moran
southfield, michigan, united states
Alex Smith, Cfa, Cfp®'s Location
Royal Oak, Michigan, United States, United States
Alex Smith, Cfa, Cfp®'s Contact Details

Alex Smith, Cfa, Cfp® personal email

n/a

Alex Smith, Cfa, Cfp® phone numbers

About Alex Smith, Cfa, Cfp®

Alex Smith, Cfa, Cfp® is a Financial Advisor at Plante Moran at Plante Moran. He possess expertise in teamwork, public speaking, time management, leadership, team leadership and 18 more skills.

Alex Smith, Cfa, Cfp®'s Current Company Details
Plante Moran

Plante Moran

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Financial Advisor at Plante Moran
southfield, michigan, united states
Website:
plantemoran.com
Employees:
3296
Alex Smith, Cfa, Cfp® Work Experience Details
  • Plante Moran
    Financial Advisor
    Plante Moran Aug 2017 - Present
    Southfield, Mi
    View
  • Belden Inc.
    Accounting Intern
    Belden Inc. May 2016 - Aug 2016
    Richmond, In
    • Analyzed and reported daily margins for various different business units and platforms• Built tools that would automatically notify the user of possible errors with specific sales• Reconciled accounts, investigated issues, and posted journal entries to the general ledger • Refined and enhanced my skills within many software packages, including: Excel, Hyperion, Session Manager, and BPCS• Took initiative by creating projects outside of my assigned tasks that I saw could benefit… Show more • Analyzed and reported daily margins for various different business units and platforms• Built tools that would automatically notify the user of possible errors with specific sales• Reconciled accounts, investigated issues, and posted journal entries to the general ledger • Refined and enhanced my skills within many software packages, including: Excel, Hyperion, Session Manager, and BPCS• Took initiative by creating projects outside of my assigned tasks that I saw could benefit the company Show less
    View
  • Raymond James Financial, Inc.
    Finance Intern
    Raymond James Financial, Inc. May 2015 - Aug 2015
    • Analyzed current and potential investments for the purpose of delivering research and reports to the financial advisor• Integrated old client information into the new CRM software in order to provide a more user-friendly experience• Created and analyzed client portfolio models using Morningstar and other research tools• Demonstrated strong communication skills by understanding client needs and fulfilling their request with personalized investment strategies
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  • Travis Pointe Country Club
    Bag Attendant
    Travis Pointe Country Club Aug 2011 - Aug 2015
    Ann Arbor, Michigan
    • Utilized time management skills by balancing school, work, and varsity golf• Reacted to diverse situations such as dealing with multiple demands at once • Applied decision making skills and learned the importance of prioritizing different aspects of the job

Alex Smith, Cfa, Cfp® Skills

Teamwork Public Speaking Time Management Leadership Team Leadership Financial Modeling Data Analysis Financial Analysis Powerpoint Microsoft Excel Customer Service Adaptability Research Technical Analysis Social Media Event Planning Communication Management Critical Thinking Social Networking Project Management Problem Solving Organization Skills

Alex Smith, Cfa, Cfp® Education Details

Frequently Asked Questions about Alex Smith, Cfa, Cfp®

What company does Alex Smith, Cfa, Cfp® work for?

Alex Smith, Cfa, Cfp® works for Plante Moran

What is Alex Smith, Cfa, Cfp®'s role at the current company?

Alex Smith, Cfa, Cfp®'s current role is Financial Advisor at Plante Moran.

What is Alex Smith, Cfa, Cfp®'s email address?

Alex Smith, Cfa, Cfp®'s email address is al****@****den.com

What is Alex Smith, Cfa, Cfp®'s direct phone number?

Alex Smith, Cfa, Cfp®'s direct phone number is +173466*****

What schools did Alex Smith, Cfa, Cfp® attend?

Alex Smith, Cfa, Cfp® attended Purdue University.

What are some of Alex Smith, Cfa, Cfp®'s interests?

Alex Smith, Cfa, Cfp® has interest in Private Equity, Financial Modeling, Children, Investing, Economic Empowerment, Politics, Education, Global Markets, Accounting, Strategic Management.

What skills is Alex Smith, Cfa, Cfp® known for?

Alex Smith, Cfa, Cfp® has skills like Teamwork, Public Speaking, Time Management, Leadership, Team Leadership, Financial Modeling, Data Analysis, Financial Analysis, Powerpoint, Microsoft Excel, Customer Service, Adaptability.

Who are Alex Smith, Cfa, Cfp®'s colleagues?

Alex Smith, Cfa, Cfp®'s colleagues are Rajnish Kumar, Amy Aldridge, Clay Purtill, Dharti Pancholi, Roshidah Noordin, Jessica O'shea, Cpa, Monica Beyer.

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