401(k) Solutions VP - Client Service @ (August 2016 - May 2021)
401(k) Solutions Service Group Manager @ (December 2014 - August 2016)
401(k) Solutions Retirement Counselor @ (September 2014 - December 2014)
Investment Counselor Team Leader @ (September 2011 - September 2014)
Client Services Program Manager @ (May 2011 - September 2011)
Investment Counselor Training Program Manager @ (January 2011 - May 2011)
Investment Counselor @ (January 2008 - January 2011)
Client Operations Team Leader @ (April 2005 - January 2008)
Client Operations Associate Team Leader @ (July 2002 - April 2005)
Client Operations Associate @ (September 2001 - June 2002)
Investor Services Specialist @ Strong Capital Management (August 2000 - August 2001)
Financial Advisor Assistant @ (December 1999 - July 2000)
Alex Queen Education
University of Wisconsin-Milwaukee
Bachelor of Business Administration (BBA) (Finance and Marketing)
1995-2000
Alex Queen Skills
Financial Analysis
Strategic Planning
Investments
Project Management
Investment Advisory
Client Service Oriented
Alex Queen Summary
Alex Queen, based in Frisco, TX, US, is currently a Group Vice President - Retirement at Fisher\SMB™. Alex Queen brings experience from previous roles at Fisher\SMB™ and Fisher Investments. Alex Queen holds a 1995 - 2000 Bachelor of Business Administration (BBA) in Finance and Marketing @ University of Wisconsin-Milwaukee. With a robust skill set that includes Financial Analysis, Strategic Planning, Investments, Project Management, Investment Advisory and more. Alex Queen has 1 mobile phone numbers on RocketReach.
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