2010 -2011 Customer Sales and Service Representative @
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 Financial Advisor at LPL Financial. Alex Sutherland brings experience from previous roles at Affinity Plus Investment Center - Located at Affinity Plus FCU, Cuna Brokerage Services, Inc. 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 3 emails and 2 mobile phone numbers on RocketReach.
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