Alan Rattee Email
Portfolio and Relationship Manager: Planning Specialist @ Carlson Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alan Rattee Location
- Arlington, VA, US
Alan Rattee Work
- Portfolio and Relationship Manager: Planning Specialist @ (April 2024 - Present)
- Trader and account administrator @ (June 2022 - April 2024)
- Customer relationship advocate @ (June 2021 - May 2022)
- Personal investing Intern @ (June 2020 - June 2021)
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 Portfolio and Relationship Manager: Planning Specialist at Carlson Investments. Alan Rattee brings experience from previous roles at Carlson Investments 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.
Looking for a different Alan Rattee?
Find contact details for 700 million professionals.
Others Named Alan Rattee
Top Carlson Investments Employees
Daniel Bednarczyk
Portfolio Manager
Boston, MA, US
Lenore Higgins
Operations and IT
Concord, NH, US
Max Kemper
Investment Analyst @ Carlson Investments
New York, NY, US
Devin Darosa
Trader and Account Administrator
Billerica, MA, US
Anne Richard
Client Service Specialist
Concord, NH, US
Alan Rattee
Portfolio and Relationship Manager: Planning Specialist
Arlington, VA, US
Steve Larkin
Operations Manager
Concord, NH, US
Kyle Fellers
Portfolio Manager and Relationship Manager
Bedford, NH, US
Greg Partyka
Equity Analyst
Boston, MA, US
Kate Graham
Relationship and Portfolio Manager
Merrimack, NH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co