VP, Transition Management
Alex currently serves as the company’s go-to person for our advisor group clientele. As both the Advisor Group Transition Manager as well as the Relationship Manager, she is responsible not only for on-boarding new advisor representatives but also for familiarizing them with all that the platform has to offer to simplify their day-to-day processes. Alex strives to create an all-around positive experience for our advisor group clientele by ensuring all questions and concerns are addressed and resolved in a timely fashion. Alex received her Bachelor of Arts degree in Finance from Duquesne University in Pittsburgh PA.