Alex Erwin Email & Phone Number

Client Relationship Manager @ Sapient Private Wealth Management

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Alex Erwin Location

Eugene, OR, US

Alex Erwin Work

2021 - now Client Relationship Manager @ Sapient Private Wealth Management
2017 - 2021 Relationship Manager @ Legacy Financial Services
2016 - 2017 Home Mortgage Consultant @ Wells Fargo
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2015 - 2016 Client Services Specialist, CUSO Financial Services L.P. @ SELCO Investment & Retirement Services
2010 - 2015 Client Services @ Sapient Private Wealth Management
2008 - 2010 Client Service Associate @ Erwin Martin Rexius Group at Morgan Stanley Smith Barney

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Alex Erwin Education

University of Oregon
Bachelor of Science (B.S.) (Economics)
2006 - 2012
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Science (B.S.) (Business Administration: Finance)
2006 - 2012
Sheldon High School
2002 - 2006

Alex Erwin Skills

Investments
Financial Services
Wealth Management

Financial Analysis
Retirement Planning
Asset Allocation

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Alex Erwin Summary

Alex Erwin, based in Eugene, OR, US, is currently a Client Relationship Manager at Sapient Private Wealth Management. Alex Erwin brings experience from previous roles at Legacy Financial Services, Wells Fargo, SELCO Investment & Retirement Services and Sapient Private Wealth Management. Alex Erwin holds a 2006 - 2012 Bachelor of Science (B.S.) in Economics @ University of Oregon. With a robust skill set that includes Investments, Financial Services, Wealth Management, Financial Analysis, Retirement Planning and more. Alex Erwin has 3 emails and 1 mobile phone numbers on RocketReach.

Alex Erwin Emails

Found 3 emails

Alex Erwin Phone Numbers

Found 2 phone numbers

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Alex Erwin

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Alex Erwin

Client Relationship Manager at Sapient Private Wealth Management

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- gmail.com
- sapientpwm.com
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2
- +1 541-914-XXXX
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Alex Erwin

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Alex Erwin

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Alex Erwin

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Austin, TX, US
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Dennis Konrady

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