Alex Picone Email & Phone Number
Paraplanner @ IM Wealth Partners
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Alex Picone Location
- Blue Bell, PA, US
Alex Picone Work
- Paraplanner @ (July 2023 - Present)
- Board Chair @ (October 2023 - Present)
- Investment Banking Analyst l Leveraged and Acquisition Finance Group @ (July 2022 - June 2023)
- Investment Banking Summer Analyst I Leveraged and Acquisition Finance Group @ (June 2021 - August 2021)
- Investment Analyst Intern @ Costello Asset Management (May 2020 - May 2021)
- Associate Analyst l Healthcare Coverage @ (August 2020 - December 2020)
- Financial Planning Intern @ (July 2017 - January 2020)
- Dining Hall Server @ Shannondell Retirement Community (July 2015 - May 2017)
Alex Picone Education
- college for financial planning
Certified Financial Planner (CFP®) Education Requirement (Financial Planning)
2023-2024 - Fox School of Business at Temple University
Bachelor of Business Administration - BBA (Double Major Finance & Accounting)
2018-2022 - Methacton High School
High School Diploma
2014-2018
Alex Picone Summary
- Alex Picone, based in Blue Bell, PA, US, is currently a Paraplanner at IM Wealth Partners. Alex Picone brings experience from previous roles at Camp Words Unspoken LLC, SMBC Group and Costello Asset Management. Alex Picone holds a 2023 - 2024 Certified Financial Planner (CFP®) Education Requirement in Financial Planning @ college for financial planning. Alex Picone has 2 emails and 1 mobile phone numbers on RocketReach.
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