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Alex Alvarez Location
Anaheim, CA, US
Alex Alvarez Work
Director, Business Education and Funding @ (July 2023 - Present)
Program Manager @ (December 2020 - July 2023)
Financial Wellbeing Coach and Small Business and Credit Management @ (June 2017 - December 2020)
Investment Consultant @ (January 2015 - January 2017)
Relationship Banker @ (January 2013 - January 2014)
Assistant Banking Center Manager @ (January 2012 - January 2013)
Licensed Senior Relationship Banker @ (January 2010 - January 2012)
Licensed Personal Banker @ (January 2005 - January 2010)
Alex Alvarez Education
UC Irvine
Bachelor of Arts (History)
Alex Alvarez Skills
Banking
Portfolio Management
Loans
Investments
Finance
Financial Services
Retail Banking
Strategic Financial Planning
Management
Sales
Insurance
CRM
Small Business Lending
Business Development
Credit
Leadership
Presentation Skills
Educational Workshops
Entrepreneurship Development
Financial Coaching
Small Business Consulting
Credit Counseling
financial counseling
Small Business Development
Entrepreneurship Education
Entrepreneurial Finance
Training & Development
Program Management
Program Development
Non-profit Fund Development
Alex Alvarez Summary
Alex Alvarez, based in Anaheim, CA, US, is currently a Director, Business Education and Funding at CIELO Community. Alex Alvarez brings experience from previous roles at CIELO Community, Operation HOPE, Scottrade and JPMorgan Chase & Co.. Alex Alvarez holds a Bachelor of Arts in History @ UC Irvine. With a robust skill set that includes Banking, Portfolio Management, Loans, Investments, Finance and more. Alex Alvarez has 2 emails and 1 mobile phone numbers on RocketReach.
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