Alex Benedetti Email & Phone Number
VP, Senior Wealth Consultant - UHNW -SPWS @ Charles Schwab
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Alex Benedetti Location
- Orlando, FL, US
Alex Benedetti Work
- VP, Senior Wealth Consultant - UHNW -SPWS @ (March 2025 - Present)
- Wealth Advisor @ (June 2022 - March 2025)
- Manager-Private Client Advisor @ (September 2009 - March 2025)
- Investment Advisor @ (October 2005 - April 2009)
Alex Benedetti Education
- Nova Southeastern University
Master of Business Administration - MBA (International Business)
- University of West London
Bachelor's degree (Hospitality Management)
Alex Benedetti Skills
- Charitable Gift Planning
- Monte Carlo Simulation
- Salesforce.com
- Asset Allocation
- ETFs
- Options
- Currency
- Bonds
- Trading
- Financial Planning
- Portfolio Management
- Wealth Management
- Microsoft Office
- Customer Service
- Microsoft Excel
- Leadership
- Microsoft Word
- Research
- Microsoft PowerPoint
- Public Speaking
- Sales
Alex Benedetti Summary
- Alex Benedetti, based in Orlando, FL, US, is currently a VP, Senior Wealth Consultant - UHNW -SPWS at Charles Schwab. Alex Benedetti brings experience from previous roles at Charles Schwab and Merrill Lynch. Alex Benedetti holds a Master of Business Administration - MBA in International Business @ Nova Southeastern University. With a robust skill set that includes Charitable Gift Planning, Monte Carlo Simulation, Salesforce.com, Asset Allocation, ETFs and more. Alex Benedetti has 4 emails and 2 mobile phone numbers on RocketReach.
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