Alex Berney Email

COO, CCO, Attorney @ Exencial Wealth Advisors

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Alex Berney Location

Oklahoma City, OK, US

Alex Berney Work

@ Savant Wealth Management
2021 - 2024 Vice President, Legal Counsel @ Kirkpatrick Bank
2021 - 2021 Assistant Vice President, Director of Partnerships @ Kirkpatrick Bank

2020 - 2020 Policy @ Oklahoma Bar Association
2018 - 2024 Board Member @ Kirkpatrick Policy Group
2019 - 2019 Legal @ University of Oklahoma Athletics Department
2018 - 2020 Legal @ KIRKPATRICK FOUNDATION INC
2025 - now COO, CCO, Attorney @ Exencial Wealth Advisors
2025 - 2025 Attorney, Chief Compliance Officer @ Exencial Wealth Advisors
2024 - 2025 Attorney, Director of Compliance @ Exencial Wealth Advisors

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Alex Berney Education

Leadership Oklahoma City
University of Oklahoma
University of Oklahoma - Price College of Business

Alex Berney Skills

Law
Research
Marketing

Public Policy
Labor and Employment Law
Property Law
Business Law
Business Development
Public Speaking
Management

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Alex Berney Summary

Alex Berney, based in Oklahoma City, OK, US, is currently a COO, CCO, Attorney at Exencial Wealth Advisors. Alex Berney brings experience from previous roles at Savant Wealth Management, Kirkpatrick Bank and Oklahoma Bar Association. Alex Berney holds a Leadership Oklahoma City. With a robust skill set that includes Law, Research, Marketing, Public Policy, Labor and Employment Law and more. Alex Berney has 2 emails on RocketReach.

Alex Berney Emails

Found 2 emails

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Others Named Alex Berney

Alex Berney

COO, CCO, Attorney at Exencial Wealth Advisors

Oklahoma City, OK, US
2
- exencialwealth.com
- gmail.com

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Top Exencial Wealth Advisors Employees

Alex Berney

COO, CCO, Attorney at Exencial Wealth Advisors

Oklahoma City, OK, US
2
- exencialwealth.com
- gmail.com
Suzanne Fitzgerald

President, Executive Counseling at Exencial Wealth Advisors

Dallas, TX, US
2
- gmail.com
- sbcglobal.net
2
- +1 405-478-XXXX
- +1 214-941-XXXX
Brendan Smith

Partner, Senior Wealth Advisor at Exencial Wealth Advisors

Guilford, CT, US
2
- exencialwealth.com
- comcast.net
5+
- +1 203-458-XXXX
- +1 203-458-XXXX
- +1 914-237-XXXX
- +1 203-671-XXXX
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Jasen Wallace

Wealth Advisor and Director of Financial Planning at Exencial Wealth Advisors

Austin, TX, US
2
- exencialwealth.com
- gmail.com
2
- +1 512-330-XXXX
- +1 903-366-XXXX
Kristin Carlton

Partner - Senior Wealth Advisor at Exencial Wealth Advisors

San Antonio, TX, US
1
- exencialwealth.com
1
- +1 210-885-XXXX
John Burns

Co-CEO at Exencial Wealth Advisors

Oklahoma City, OK, US
1
- exencialwealth.com
5+
- +1 405-843-XXXX
- +1 918-850-XXXX
- +1 405-478-XXXX
- +1 580-369-XXXX
- +1 405-752-XXXX
- +1 405-478-XXXX
John Burns

Co-CEO at Exencial Wealth Advisors

Oklahoma City, OK, US
1
- exencialwealth.com
4
- +1 405-478-XXXX
- +1 405-478-XXXX
- +1 405-361-XXXX
- +1 405-843-XXXX

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