Alex Sutherland Email & Phone Number
LPL Financial Advisor @ Affinity Plus Federal Credit Union
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Alex Sutherland Location
- Saint Paul, MN, US
Alex Sutherland Work
- LPL Financial Advisor @ (December 2012 - Present)
- Financial Advisor @ (May 2022 - Present)
- Financial Advisor @ (December 2012 - May 2022)
- Member Advisor @ (October 2011 - December 2012)
- Loan Document Specialist @ (September 2011 - October 2011)
- Customer Sales and Service Representative @ (February 2010 - September 2011)
Alex Sutherland Education
- North Dakota State University
Master of Science - MS (Family Financial Planning)
2016-2021 - St. Cloud State University - Herberger Business School
Bachelor of Science (B.S.) (Business Management)
2007-2010
Alex Sutherland Skills
- Public Speaking
- Credit
- Microsoft Excel
- Series 63
- Banking
- Fixed Annuities
- Life Cycle Planning
- Insurance
- Retirement Planning
- Sales
- Loan Origination
- Annuities
- IRAs
- Insurance Services
- Investments
- College Savings Plan
- Mortgage Lending
- Variable Annuities
- Finance
- Series 6
- Promotions
- Financial Services
- Life Insurance
- Mutual Funds
- Underwriting
- Personal Budgeting
- Financial Advisor
- Microsoft Office
- Financial Plan
- Trusts
- Consumer Lending
- Customer Service
- Long Term Care
- Managed Accounts
- Education Planning And Funding
- 401k Rollovers
- Retail Banking
- Financial Management
- Credit Counseling
- Retirement
- Series 65
- Loans
- Credit Analysis
- Commercial Banking
- Credit Risk
- Risk Management
- Commercial Lending
- Small Business Lending
- Relationship Management
- Home Mortgage Origination
- Home Mortgage Underwriting
- Home Mortgage Title Work
Alex Sutherland Summary
- Alex Sutherland, based in Saint Paul, MN, US, is currently a LPL Financial Advisor at Affinity Plus Investment Center - Located at Affinity Plus FCU. Alex Sutherland brings experience from previous roles at LPL Financial, Cuna Brokerage Services, Inc., Affinity Plus Investment Center - Located at Affinity Plus FCU and Wells Fargo. Alex Sutherland holds a 2016 - 2021 Master of Science - MS in Family Financial Planning @ North Dakota State University. With a robust skill set that includes Public Speaking, Credit, Microsoft Excel, Series 63, Banking and more. Alex Sutherland has 2 emails and 2 mobile phone numbers on RocketReach.
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