Alex Fishman's Location
Prairie Village, KS, US
Alex Fishman's Work
- President & CEO @ Advisor Tax Resource
- Chief Operating Officer @ GreenUp Wealth
- Vice President - Private Client Group @ American Century Investments
- Regional Manager - Personal Financial Solutions @ American Century Investments
- Field Development Leader @ Edelman Financial Engines
- Manager, South Brokerage Division @ Scottrade
- Investment Consultant @ Scottrade
Alex Fishman's Education
- Washington University in St. Louis
Master of Business Administration (Finance)
2014 - 2016 - University of Arizona
Bachelor of Science (Business Administration, Management, Business Administration and Management)
2004 - 2008
Alex Fishman's Skills
- Portfolio Management
- Equities
- Fixed Income
- Investment Strategies
- CRM
- Finance
- Investments
- Leadership
- Strategy
- Financial Risk
Alex Fishman's Summary
Alex Fishman, based in Prairie Village, KS, US, is currently a President & CEO at Advisor Tax Resource, bringing experience from previous roles at GreenUp Wealth, American Century Investments and Edelman Financial Engines. Alex Fishman holds a 2014 - 2016 Master of Business Administration in Finance @ Washington University in St. Louis. With a robust skill set that includes Portfolio Management, Equities, Fixed Income, Investment Strategies, CRM and more, Alex Fishman contributes valuable insights to the industry. Alex Fishman has 3 emails on RocketReach.
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