Alejandro Mendieta Email & Phone Number
President - Coastal Wealth Private Client Group @ Coastal Wealth
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Alejandro Mendieta Location
- Miami, FL, US
Alejandro Mendieta Work
- 2022 -now Board Secretary @
- 2021 -now Board Member - SFLHCC Foundation @
- 2015 -now President - Coastal Wealth Private Client Group @
- 2018 -now President @
- 2019 -2022 Commissioner @
- 2019 -2021 Board Member @
- 2010 -2015 LPL Financial Advisor - Senior Financial Consultant @
- 2008 -2010 Financial Advisor - Vice President @
- 2006 -2008 Financial Advisor - Assistant Vice President @
- 2005 -2006 Wealth Management Analyst @
Alejandro Mendieta Education
- Florida State University
Bachelor of Arts
- Christopher Columbus High School
High School Diploma
Alejandro Mendieta Skills
- Wealth Management
- Investments
- Financial Services
- Securities
- Financial Advisory
- Retirement Planning
- Mutual Funds
- Leadership
- Insurance
- Management
- Financial Analysis
- Financial Planning
- Portfolio Management
- Finance
- Risk Management
- Public Speaking
- Microsoft Excel
- Strategic Planning
- Program Management
- Integration
Alejandro Mendieta Summary
- Alejandro Mendieta, based in Miami, FL, US, is currently a President - Coastal Wealth Private Client Group at Coastal Wealth. Alejandro Mendieta brings experience from previous roles at South Florida Hispanic Chamber of Commerce (SFLHCC), South Florida Council, BSA and Millennial Debt Foundation. Alejandro Mendieta holds a Bachelor of Arts @ Florida State University. With a robust skill set that includes Wealth Management, Investments, Financial Services, Securities, Financial Advisory and more. Alejandro Mendieta has 1 emails and 2 mobile phone numbers on RocketReach.
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