Alex Mitchell Email & Phone Number

Wealth Advisor @ Canopy Wealth Management

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Alex Mitchell Location

Phoenix, AZ, US

Alex Mitchell Work

2024 - now Wealth Advisor @ Canopy Wealth Management
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2021 - 2024 AVP; Premium Elite Relationship Manager @ Merrill Edge
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2018 - 2021 Officer; Investment Consultant II @ Merrill Edge
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2017 - 2018 Investment and Trade Specialist @ Merrill Edge
2017 - 2017 Bussiness Operations Associate @ TEKsystems
2016 - 2017 Account Manager @ Rent-A-Center
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2013 - 2014 Manager @ Menards
2009 - 2012 Financial Representative @ Northwestern Mutual
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2008 - 2008 Accounting @ Coldstream Laboratories, Inc.

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Alex Mitchell Education

University of Kentucky
B.S./B.A. Economics, Finance
2007 - 2010
James Madison University
2006 - 2007

Alex Mitchell Skills

Finance
Strategic Financial Planning
Accounts Payable

Retirement Planning
Sales
Accounting
Financial Analysis
Life Insurance
Disability Insurance
Fixed Annuities

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Alex Mitchell Summary

Alex Mitchell, based in Phoenix, AZ, US, is currently a Wealth Advisor at Canopy Wealth Management. Alex Mitchell brings experience from previous roles at Merrill Edge and TEKsystems. Alex Mitchell holds a 2007 - 2010 B.S./B.A. Economics, Finance @ University of Kentucky. With a robust skill set that includes Finance, Strategic Financial Planning, Accounts Payable, Retirement Planning, Sales and more. Alex Mitchell has 2 emails on RocketReach.

Alex Mitchell Emails

Found 2 emails

Alex Mitchell Phone Numbers

Found 2 phone numbers

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Top Canopy Wealth Management Employees

Melodie Ace

Director of Operations at Canopy Wealth Management

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- gmail.com
- canopy-wealth.com
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- +1 608-235-XXXX
Eric Raether

Wealth Advisor at Canopy Wealth Management

Middleton, WI, US
2
- canopy-wealth.com
- gmail.com
5+
- +1 608-256-XXXX
- +1 608-833-XXXX
- +1 608-848-XXXX
- +1 608-662-XXXX
- +1 608-225-XXXX
- +1 608-276-XXXX
Devan Moosherr

Wealth Advisor at Canopy Wealth Management

Scottsdale, AZ, US
2
- gmail.com
- canopy-wealth.com
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- +1 248-647-XXXX
- +1 248-303-XXXX
David Muehl

Wealth Advisor at Canopy Wealth Management

Middleton, WI, US
1
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- +1 608-836-XXXX
- +1 608-334-XXXX
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Kevin Mazur

Director Of Operations at Canopy Wealth Management

Scottsdale, AZ, US
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- canopy-wealth.com
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- +1 602-284-XXXX
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Andrew Belfield

Administrative Assistant at Canopy Wealth Management

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