CFP(R) Professional Education Program (Financial Planning)
2010-2011
Indiana University Bloomington
Bachelor of Science in Public Affairs (Financial Management)
2005-2009
Bishop Dwenger 2001-2005
Alex Smith Skills
Strategic Financial Planning
Investments
Retirement Planning
Finance
Entrepreneurship
Leadership
Business Planning
Asset Management
Wealth Management
Financial Planning
Estate Planning
Portfolio Management
Financial Advisory
Small Business
Financial Analysis
Managerial Finance
Mergers & Acquisitions
Fixed Annuities
Social Entrepreneurship
Customer Service
Marketing
Sales
Social Media
Public Speaking
Management
Project Management
Music
Mergers and Acquisitions
Public Financial Management
Financial Management
Alex Smith Summary
Alex Smith, based in Fort Wayne, IN, US, is currently a Co-Founder and CEO at KloudStax. Alex Smith brings experience from previous roles at 3BG Supply Co. and Galecki Financial Management. Alex Smith holds a 2010 - 2011 CFP(R) Professional Education Program in Financial Planning @ College for Financial Planning. With a robust skill set that includes Strategic Financial Planning, Investments, Retirement Planning, Finance, Entrepreneurship and more. Alex Smith has 3 emails and 1 mobile phone numbers on RocketReach.
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