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
- Senior Regional Manager - Schwab Wealth Advisory @ (September 2024 - Present)
- Wealth Management UHNW Client Manager @ (May 2022 - September 2024)
- High Net Worth Financial Advisor Manager @ (July 2018 - May 2022)
- Senior Financial Advisor @ (December 2016 - July 2018)
- High Net Worth Client Manager in Flagship Services @ (May 2013 - December 2016)
- Team Leader in Flagship Services @ (May 2012 - May 2013)
- Client Service Specialist in Flagship Services @ (July 2011 - May 2012)
- Retail Associate in Retail Investment Group @ (July 2010 - July 2011)
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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