Alan Rattee Email
Financial Advisor: Planning Specialist @ Carlson Investments
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Alan Rattee Location
- Arlington, VA, US
Alan Rattee Work
- 2024 -now Financial Advisor: Planning Specialist @
- 2022 -2024 Trader and account administrator @
- 2021 -2022 Customer relationship advocate @
- 2020 -2021 Personal investing Intern @
Alan Rattee Education
- Hamilton College
Bachelor of Arts - BA (Economics)
2017-2021 - Tilton School
High School Diploma
2013-2017
Alan Rattee Skills
- Investment Advisory Services
- Financial Planning
- Financial Goals
- Wealth Management Services
- Retirement Planning
- Series 65
- Series 63
- Series 7
- Organization Skills
- Customer Relationship Management (CRM)
- Microsoft Office
- Analytical Skills
- Problem Solving
- Trading Systems
- Microsoft Excel
- Trade Finance
- Account Management
- Time Management
- Financial Services
- Leadership
- Communication
- Data Analysis
- Customer Experience
- Phone Etiquette
Alan Rattee Summary
- Alan Rattee, based in Arlington, VA, US, is currently a Financial Advisor: Planning Specialist at Carlson Investments. Alan Rattee brings experience from previous roles at D.L. Carlson Investment Group, Inc. and Fidelity Investments. Alan Rattee holds a 2017 - 2021 Bachelor of Arts - BA in Economics @ Hamilton College. With a robust skill set that includes Investment Advisory Services, Financial Planning, Financial Goals, Wealth Management Services, Retirement Planning and more. Alan Rattee has 2 emails on RocketReach.
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