Alex Satterfield Email & Phone Number

Chief Operating Officer @ Byron Financial, LLC.

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Alex Satterfield's Location

Charlotte, North Carolina, United States

Alex Satterfield's Work

Chief Operating Officer @ Byron Financial, LLC.
Senior Director of Advisor Success @ Adhesion Wealth Advisor Solutions
Division PMO Manager, Division Strategy @ Vanguard

Program Manager, Division Planning and PMO Office @ Vanguard
Strategy Consultant – Education Savings Group (529 Plans) @ Vanguard
Client Manager and Ultra-High-Net-Worth (UHNW) Supervisor – Flagship Services @ Vanguard
Supervisor, Retail Inheritance @ Vanguard
Analyst, Acceleration into Management Rotational Program @ Vanguard

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Alex Satterfield's Education

Wake Forest University School of Business
Master of Business Administration (MBA)
Elon University
Bachelor of Science, Business Administration (finance concentration) (Business Administration: Finance Concentration. Philosophy and Leadership minors.)

Alex Satterfield's Skills

Leadership
Financial Planning
Data Analysis

Investments
Business Analysis
Competitive Analysis
Finance
Team Leadership
Process Improvement
Financial Services

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Alex Satterfield's Summary

Alex Satterfield, based in Charlotte, North Carolina, United States, is currently a Chief Operating Officer at Byron Financial, LLC., bringing experience from previous roles at Adhesion Wealth and Vanguard. Alex Satterfield holds a Master of Business Administration (MBA) @ Wake Forest University School of Business. With a robust skill set that includes Leadership, Financial Planning, Data Analysis, Investments, Business Analysis and more, Alex Satterfield contributes valuable insights to the industry. Alex Satterfield has 2 emails and 1 mobile phone number on RocketReach.