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