Alex Beck Email & Phone Number
Senior Regional Manager - Schwab Wealth Advisory @ Charles Schwab
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Alex Beck Location
- Scottsdale, AZ, US
Alex Beck Work
- 2024 -now Senior Regional Manager - Schwab Wealth Advisory @
- 2022 -2024 Wealth Management UHNW Client Manager @
- 2018 -2022 High Net Worth Financial Advisor Manager @
- 2016 -2018 Senior Financial Advisor @
- 2013 -2016 High Net Worth Client Manager in Flagship Services @
- 2012 -2013 Team Leader in Flagship Services @
- 2011 -2012 Client Service Specialist in Flagship Services @
- 2010 -2011 Retail Associate in Retail Investment Group @
Alex Beck Education
- Arizona State University
Master of Business Administration (M.B.A.)
2009-2011 - Arizona State University
Bachelor’s Degree (Behavioral Neuroscience)
1994-1997
Alex Beck Skills
- Microsoft Office
- Customer Service
- Leadership
- Microsoft Excel
- Project Management
- Research
- Financial Analysis
- Data Analysis
- Personal Financial Planning
- Certified Financial Planner
- Risk Management
- Financial Services
- Portfolio Management
- Business Strategy
- Investments
- Financial Planning
Alex Beck Summary
- Alex Beck, based in Scottsdale, AZ, US, is currently a Senior Regional Manager - Schwab Wealth Advisory at Charles Schwab. Alex Beck brings experience from previous roles at Vanguard. Alex Beck holds a 2009 - 2011 Master of Business Administration (M.B.A.) @ Arizona State University. With a robust skill set that includes Microsoft Office, Customer Service, Leadership, Microsoft Excel, Project Management and more. Alex Beck has 3 emails and 2 mobile phone numbers on RocketReach.
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