Alex Kinney Email & Phone Number
Paraplanner @ Financial Pathways
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Alex Kinney Location
- New York, NY, US
Alex Kinney Work
- 2020 -now Paraplanner @
- 2016 -2020 Paraplanner @
- 2013 -2016 Registered Paraplanner® @ Financial Pathways
- 2016 -2016 Administrative Assistant and Cello Teacher @
- 2014 -2015 Intern @ Old Barracks Museum
- 2013 -2013 Food Prep. and Class Instructor @ Chocolate Lover's Club
- 2012 -2013 Food Service @ Little Island
Alex Kinney Education
- West Chester University of Pennsylvania
Bachelor’s Degree (History)
2011-2015 - Hillsborough Highschool
2011
2007-2011
Alex Kinney Skills
- CRM Databases
- Client Services
- Client Relations
- History
- Research
- Tax Preparation
- proposal writing
- Investment Management
- Online Research
- Inventory Management
- Retirement Planning
- Financial Planning
- Customer Relationship Management (CRM)
- Estate Planning
- Microsoft Excel
- QuickBooks
- PowerPoint
- Microsoft Word
- Public Speaking
- Critical Thinking
- Customer Service
- Morningstar Office
- Paraplanning
- critical analysis
- music performance
- Music History
- Redtail CRM
- E-money
- Morningstar
- Tamarac
- Retirement Plan Consulting
- Data Entry
- Planning Software
- Spreadsheets
- Financial Services
- Wealth Management
- Estate Tax Planning
- Charitable Trusts
- Customer Relationship Management
- E Money
- Historiography
- Brazilian History
- French History
Alex Kinney Summary
- Alex Kinney, based in New York, NY, US, is currently a Paraplanner at Financial Pathways. Alex Kinney brings experience from previous roles at Ambassador Advisors, LLC, Financial Pathways, Allegra School of Music & Art and Old Barracks Museum. Alex Kinney holds a 2011 - 2015 Bachelor’s Degree in History @ West Chester University of Pennsylvania. With a robust skill set that includes CRM Databases, Client Services, Client Relations, History, Research and more. Alex Kinney has 1 emails and 2 mobile phone numbers on RocketReach.
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