Alex Newcomer Email & Phone Number
High Net Worth Financial Advisor @ Vanguard
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Alex Newcomer Location
- Scottsdale, AZ, US
Alex Newcomer Work
- High Net Worth Financial Advisor @ (October 2025 - Present)
- Financial Advisor @ (December 2024 - October 2025)
- Sales Consultant @ (April 2023 - December 2024)
- High Net Worth Client Case Representative @ (March 2022 - April 2023)
- Onboarding Specialist @ (November 2021 - February 2022)
- Client Relationship Associate @ (July 2021 - November 2021)
- Paid Intern @ (May 2020 - August 2020)
- Paid Intern @ (June 2018 - August 2018)
Alex Newcomer Education
- California State University, Chico
Bachelor of Business Administration - BS (Finance and Financial Management Services)
2017-2021
Alex Newcomer Skills
- Budgeting
- Business Analysis
- Certified Financial Planner
- Client Presentation
- Coaching
- Communication
- Comprehensive Financial Planning
- Consulting
- Cost Control
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Estate Planning
- Fiduciary
- Financial Analysis
- Financial Modeling
- Financial Services
- Fundraising
- Insurance
- Leadership
- Microsoft Dynamics CRM
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Organization
- Portfolio Management
- Problem Solving
- Public Speaking
- Research
- Risk Management
- Sales
- Sales Enablement
- Sales Operations
- Securities Industry Exam
- Series 63
- Series 66
- Series 7
- Social Media
- Strategic Consulting
- Strategic Planning
- Tax Planning
- Team Building
- Team Leadership
- Team Motivation
- Time Management
- Wealth Management
Alex Newcomer Summary
- Alex Newcomer, based in Scottsdale, AZ, US, is currently a High Net Worth Financial Advisor at Vanguard. Alex Newcomer brings experience from previous roles at Vanguard. Alex Newcomer holds a 2017 - 2021 Bachelor of Business Administration - BS in Finance and Financial Management Services @ California State University, Chico. With a robust skill set that includes Budgeting, Business Analysis, Certified Financial Planner, Client Presentation, Coaching and more. Alex Newcomer has 3 emails and 1 mobile phone numbers on RocketReach.
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