Alex Reader Email & Phone Number
Executive Director @ Edelman Financial Engines
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Alex Reader Location
- Saint Paul, MN, US
Alex Reader Work
- 2025 - now Executive Director @
- 2017 - 2025 Director, Financial Planning @
- 2012 - 2016 Senior Financial Consultant @
- 2011 - 2012 Life Insurance Wholesale Representative @ Carroll Enterprises, SBIA
- 2008 - 2011 Investment Consultant and Business Development Specialist, Officer @
Alex Reader Education
- The University of Kansas 2001 - 2005
Alex Reader Skills
- Series 7
- Series 63
- Investment Management
- Wealth Management
- Risk Assessment
- Asset Management
- Asset Allocation
- Investments
- Retirement Planning
- Finance
- Sales
- Business Development
- Financial Services
- Management
- Securities
- Portfolio Management
- Investment Advisory
- Microsoft Office
- Risk Management
- JavaScript
Alex Reader Summary
- Alex Reader, based in Saint Paul, MN, US, is currently a Executive Director at Edelman Financial Engines. Alex Reader brings experience from previous roles at Edelman Financial Engines, TD Ameritrade, Carroll Enterprises, SBIA and Wells Fargo Advisors. Alex Reader holds a 2001 - 2005 The University of Kansas. With a robust skill set that includes Series 7, Series 63, Investment Management, Wealth Management, Risk Assessment and more. Alex Reader has 2 emails and 2 mobile phone numbers on RocketReach.
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Lauren Demarzo
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