Alex Richani Email & Phone Number
Wealth Advisor @ Woodward Financial Advisors
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Alex Richani Location
- Durham, NC, US
Alex Richani Work
- 2021 -now Wealth Advisor @
- 2018 -2021 Financial Consultant @
- 2017 -2018 Investment Consultant @
- 2016 -2017 Worksite Financial Solutions - Retirement Results Advisor @
- 2015 -2016 High Net Worth Relationship Administrator @
- 2013 -2015 Client Relationship Specialist @
Alex Richani Education
- East Carolina University
Bachelor of Science (BS) (Finance)
2009-2013
Alex Richani Skills
- Asset allocation
- Financial services
- Investment planning
- Investment strategies
- Relationship management
- Retirement savings
- Strategic planning
- Retirement planning
- Sales
- Leadership
- Customer Satisfaction
- Research
- Adaptability
- Microsoft Excel
- Public Speaking
- Data Analysis
- Troubleshooting
- Outlook
- SharePoint
- PowerPoint
- Critical Thinking
- Investments
- Microsoft Office
- Stategic Financial Planning
- Windows 7
- Time Management
- Mac OS X
- Salesforce.com
- Customer Service
- Microsoft Word
- Teamwork
- Finance
- Access
- Training
- Technical Support
- Data Entry
- Financial Analysis
- Financial Guidance
Alex Richani Summary
- Alex Richani, based in Durham, NC, US, is currently a Wealth Advisor at Woodward Financial Advisors. Alex Richani brings experience from previous roles at TIAA, Scottrade, LPL Financial and Vanguard. Alex Richani holds a 2009 - 2013 Bachelor of Science (BS) in Finance @ East Carolina University. With a robust skill set that includes Asset allocation, Financial services, Investment planning, Investment strategies, Relationship management and more. Alex Richani has 2 emails and 1 mobile phone numbers on RocketReach.
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