Alex MacIsaac Email
Private Wealth Manager @ Creative Planning
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Alex MacIsaac Location
- Quincy, MA, US
Alex MacIsaac Work
- Private Wealth Manager @ (December 2025 - Present)
- Wealth Advisor @ (November 2024 - Present)
- Client Advisor @ (October 2023 - October 2024)
- Lead Analyst, Wealth Manager @ (January 2023 - October 2023)
- Client Strategist @ (March 2021 - January 2023)
- Senior Portfolio Analyst @ (September 2019 - March 2021)
- Portfolio Analyst @ (November 2017 - March 2021)
- Caddy @ (June 2015 - September 2015)
Alex MacIsaac Education
- Providence College
Bachelor of Science (B.S.) (Finance)
- Danish International School, Copenhagen
Entrepreneurship and Innovation (International Business)
Alex MacIsaac Skills
- Customer Service
- Event Planning
- Leadership
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Research
- Social Media
- Social Networking
- Teamwork
- Time Management
Alex MacIsaac Summary
- Alex MacIsaac, based in Quincy, MA, US, is currently a Private Wealth Manager at Creative Planning. Alex MacIsaac brings experience from previous roles at SageView Advisory Group, Sandy Cove Advisors, LLC and BNY Mellon Wealth Management. Alex MacIsaac holds a Bachelor of Science (B.S.) in Finance @ Providence College. With a robust skill set that includes Customer Service, Event Planning, Facebook, Leadership, Marketing and more. Alex MacIsaac has 2 emails on RocketReach.
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