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Alexander Epshteyn Location
Texas, United States
Alexander Epshteyn Work
Associate Relationship Manager I @ (January 2026 - Present)
Financial Planning Specialist @ (September 2025 - December 2025)
Private Wealth Management Intern @ (May 2025 - August 2025)
Private Client Group Junior Associate @ (February 2024 - May 2025)
Associate @ (July 2021 - February 2024)
Alexander Epshteyn Education
The University of Texas at Dallas
Bachelor's degree (Finance)
2023-2025
University of North Texas 2021-2023
Alexander Epshteyn Skills
Analytical Skills
Asset Management
Attention to Detail
Business Relationship Management
Capital Markets
Client Communication
Client Relations
Client Services
Collaborative Leadership
Commercial Banking
Corporate Finance
Credit Analysis
Customer Relationship Management (CRM)
Customer Service
DCF Valuation
Environmental, Social, and Governance (ESG)
Equity Capital Markets
Equity Research
Finance
Financial Advisory
Financial Analysis
Financial Markets
Financial Modeling
Financial Planning
Financial Statement Analysis
Financial Statements
Investment Management
Leveraged Buyouts (LBO)
M&A Modeling
Microsoft 365
Microsoft Excel
Microsoft Word
MoneyGuide
Office 365
Private Wealth Management
Project Management
Security Analysis (Securities)
Team Leadership
Wealth Management Services
Alexander Epshteyn Summary
Alexander Epshteyn, based in Texas, United States, is currently a Associate Relationship Manager I at Frost. Alexander Epshteyn brings experience from previous roles at Ameriprise Financial Services, LLC, Fisher Investments and In-N-Out Burger. Alexander Epshteyn holds a 2023 - 2025 Bachelor's degree in Finance @ The University of Texas at Dallas. With a robust skill set that includes Analytical Skills, Asset Management, Attention to Detail, Business Relationship Management, Capital Markets and more. Alexander Epshteyn has 1 emails on RocketReach.
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