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 @
- 2021 -2024 AVP; Premium Elite Relationship Manager @
- 2018 -2021 Officer; Investment Consultant II @
- 2017 -2018 Investment and Trade Specialist @
- 2017 -2017 Bussiness Operations Associate @
- 2016 -2017 Account Manager @
- 2013 -2014 Manager @
- 2009 -2012 Financial Representative @
- 2008 -2008 Accounting @
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
- Marketing
- Investments
- Long-term Care
- Financial Planning
- Mutual Funds
- Equities
- Options
- Fixed Income
- Management
- Cold Calling
- Leadership
- Customer Service
- Qualifying Prospects
- Economics
- Variable Annuities
- Referrals
- Long Term Care
- Actuarial Science
- Long Term Care Insurance
- Securities
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 and 1 mobile phone numbers on RocketReach.
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