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