Financial Coach - Asset Building @ (April 2025 - June 2025)
Associate Client Operations Analyst @ (May 2023 - January 2025)
Registered Client Associate @ (January 2021 - May 2023)
Financial Services Representative @ (January 2020 - January 2021)
Internship @ (May 2017 - August 2017)
Dock Associate @ (June 2016 - January 2020)
Sales Associate @ (June 2013 - February 2016)
Intern @ (January 2011 - January 2014)
Alex de Leon Education
University of Houston
Certificate (Business and Personal/Financial Services Marketing Operations)
2014-2019
University of Houston
Certificate (Personal Financial Program)
2014-2019
Alex de Leon Summary
Alex de Leon, based in Houston, TX, US, is currently a Client Services Associate at Callahan Advisors, LLC. Alex de Leon brings experience from previous roles at Wesley Community Center, Mosaic, Merrill Lynch and Merrill Edge. Alex de Leon holds a 2014 - 2019 Certificate in Business and Personal/Financial Services Marketing Operations @ University of Houston. Alex de Leon has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Alex de Leon?
Find contact details for 700 million professionals.