Alexander Staley Email & Phone Number
Vice President, Wealth Product Strategy @ Charles River Development
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Alexander Staley Location
- Chicago, IL, US
Alexander Staley Work
- Vice President, Wealth Product Strategy @ (June 2024 - Present)
- Head of Wealth Strategy @ (April 2023 - June 2024)
- Director, Product Strategy, Financial Supermarket @ (January 2021 - April 2023)
- VP, Advisor Strategy @ (March 2019 - January 2021)
- AVP, Senior Regional Consultant, Mid-Atlantic ★ Territory Management with an $8B Annual Goal @ (April 2014 - March 2019)
- Regional Consultant, North Atlantic ★ External Wholesaler Support and Advisor Strategy @ (February 2013 - April 2014)
- Advisor Services Representative ★ Financial Advisor Support @ (July 2011 - February 2013)
- Senior Account Manager ★ Management for 5 of the Most Profitable Enterprise Accounts @ (December 2010 - June 2011)
- Inside Sales Representative ★ Book of Business of 150+ clients and $4.8M in Annual Revenue @ (November 2009 - December 2010)
Alexander Staley Education
- Indiana University Bloomington
Public Affairs (Management)
2005-2009
Alexander Staley Skills
- Management
- Sales
- Salesforce.com
- Account Management
- Cold Calling
- Microsoft Office
- Microsoft Excel
- Customer Service
- Business Development
- Financial Analysis
- Consulting
- Investments
- Asset Allocation
- Financial Services
- Portfolio Management
- Manager Selection
- Separately Managed Accounts
- Business Relationship Management
Alexander Staley Summary
- Alexander Staley, based in Chicago, IL, US, is currently a Vice President, Wealth Product Strategy at Charles River Development. Alexander Staley brings experience from previous roles at NDVR, InvestCloud, Inc., Kingsview Partners and Envestnet, Inc. Alexander Staley holds a 2005 - 2009 Public Affairs in Management @ Indiana University Bloomington. With a robust skill set that includes Management, Sales, Salesforce.com, Account Management, Cold Calling and more. Alexander Staley has 5 emails and 3 mobile phone numbers on RocketReach.
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