Alex Black Email & Phone Number
Financial Advisor @ Integris Wealth Management
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Alex Black Location
- Scotts Valley, CA, US
Alex Black Work
- Financial Advisor @ (September 2022 - Present)
- Associate Advisor @ (September 2018 - September 2022)
- Senior Analyst @ (August 2017 - September 2018)
- Freelance Personal Financial Consultant @ None (April 2017 - August 2017)
- Associate Advisor @ Moss Adams Wealth Advisors LLC (January 2015 - March 2017)
- Paraplanner @ Moss Adams Wealth Advisors (September 2012 - December 2014)
- Personal Banker @ (June 2011 - October 2012)
- CES Lead Student Assistant @ (November 2009 - May 2011)
Alex Black Education
- Sonoma State University
BS (BA, Finance, Economics)
2008-2011 - Cabrillo College
Associates degree (liberal arts)
2007-2008
Alex Black Skills
- Banking
- Certified Financial Planner
- Credit
- Customer Relations
- Customer Service
- Finance
- Financial Analysis
- Investment Management
- Investments
- Leadership
- Loans
- Microsoft Excel
- Microsoft Office
- Negotiation
- PowerPoint
- Professional Services
- Project Planning
- Retail Sales
- Sales
- Social Networking
- Strategic Financial Planning
- Tax Planning
- Time Management
- Management
- Wealth Management
- Research
Alex Black Summary
- Alex Black, based in Scotts Valley, CA, US, is currently a Financial Advisor at Integris Wealth Management. Alex Black brings experience from previous roles at Integris Wealth Management, None and Moss Adams Wealth Advisors LLC. Alex Black holds a 2008 - 2011 BS in BA, Finance, Economics @ Sonoma State University. With a robust skill set that includes Banking, Certified Financial Planner, Credit, Customer Relations, Customer Service and more. Alex Black has 3 emails and 1 mobile phone numbers on RocketReach.
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