Alex Sylvester Email & Phone Number
President - Institutional Advising @ Shepherd Financial, LLC
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Alex Sylvester Location
- Indianapolis, IN, US
Alex Sylvester Work
- President - Institutional Advising @ (November 2019 - Present)
- Executive Partner @ (November 2019 - Present)
- Advisor @ (April 2011 - November 2019)
Alex Sylvester Education
- Marian University
Bachelor of Science - BS (Accounting and Finance, Clark H. Byrum School of Business)
Alex Sylvester Skills
- Retirement Savings
- Retirement Income Strategies
- Qualified Retirement Plans
- Financial Advisory
- Retirement Planning
- Retirement Plan Consulting
- 401(k) Retirement Savings Plans
Alex Sylvester Summary
- Alex Sylvester, based in Indianapolis, IN, US, is currently a President - Institutional Advising at Shepherd Financial, LLC. Alex Sylvester brings experience from previous roles at Shepherd Financial, LLC and AssuredPartners, Inc.. Alex Sylvester holds a Bachelor of Science - BS in Accounting and Finance, Clark H. Byrum School of Business @ Marian University. With a robust skill set that includes Retirement Savings, Retirement Income Strategies, Qualified Retirement Plans, Financial Advisory, Retirement Planning and more. Alex Sylvester has 2 emails and 1 mobile phone numbers on RocketReach.
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