Alyse Athans Email & Phone Number
Director of Client Experience @ Capital Investment Advisors
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Alyse Athans Location
- Denver, CO, US
Alyse Athans Work
- 2024 -now Director of Client Experience @
- 2021 -2024 Director (People Leader), AS Strategic Planning, Consultation and Segmentation @
- 2019 -2021 Director (People Leader), AS Offer Development and Client Experience @
- 2018 -2019 Director, AS Business Strategy @
- 2017 -2018 Senior Manager, Advisor Services (AS) Business Strategy @
- 2015 -2017 Co-founder, President and CEO @
- 2015 -2016 Program Officer Intern @
- 2015 -2015 Research and Policy Intern @
- 2014 -2015 Case Management Intern @
- 2012 -2014 Investment Strategist, Goldman Sachs Asset Management (GSAM) @
- 2011 -2012 Market Solutions Group Associate, Private Wealth Management @
- 2008 -2011 Financial Analyst, Private Wealth Management @
- 2006 -2007 Spanish Tutor, Academic Success Program @
- 2007 -2007 Summer Financial Analyst @
- 2005 -2005 Summer Intern @
Alyse Athans Education
- The University of Chicago Booth School of Business
Master of Business Administration (MBA) with Honors (Entrepreneurship)
2015-2017 - University of Chicago
Master of Social Work (MSW) (Social Administration, Nonprofit Management)
2014-2017 - University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.) with High Distinction (Finance)
2004-2007 - Universidad de Sevilla
Study Abroad (Spanish Literature and History)
2006-2006 - Wheaton North High School
High School Diploma
2000-2004
Alyse Athans Skills
- Business Technology
- Wealth Management Services
- Market Research
- Strategic Partnerships
- Organizational Development
- Customer Segmentation Strategy
- Stakeholder Management
- People Management
- Coaching
- Attention to Detail
- User Journeys
- Product Vision
- Creative Ideation
- Business Case Preparation
- Healthcare Industry
- Early-Stage Startups
- Product Management
- Customer Journeys
- Customer Engagement
- Customer Advocacy
- Customer Success
- Organizational Alignment
- Cross-functional Collaborations
- Product Development
- Customer Support
- Marketing
- Resource Allocation
- Operational Excellence
- Market Analysis
- Strategic Communications
- Teamwork
- Customer Satisfaction
- Product Road Mapping
- Creative Problem Solving
- Management
- Team Effectiveness
- Resolving Issues
- Performance Management
- Managing Meetings
- Presentation Skills
- Project Leadership
- Business Planning
- Driving Results
- User-centered Design
- Relationship Building
- Strategic Planning
- Growth Strategies
- Customer Acquisition
- Organizational Planning
- Annual Planning
- Leadership Retreats
- Interpersonal Skills
- Business-to-Business (B2B)
- Communication
- Leadership
- Executive Visibility
- Problem Solving
- Operations
- Strategic Initiatives
- Strategy
- Cross-functional Team Leadership
- Key Performance Indicators
- Go-to-Market Strategy
- Business Strategy
- Business Development
- Financial Analysis
- Project Management
- Finance
- Data Analysis
- Healthcare
- Social Entrepreneurship
- Nonprofits
- Asset Management
- Financial Modeling
- Investments
- Non-profit Administration
- Due Diligence
- Wealth Management
- Social Services
- Fixed Income
- Philanthropy
- Portfolio Management
- Trading
- Corporate Finance
- Policy Analysis
- Ruby on Rails
- Microsoft Excel
- Microsoft Office
- Fundraising
- Community Engagement
- Business Writing
- Foundations
- Nonprofit Consulting
- Artificial Intelligence (AI)
- Generative AI
- Natural Language Processing (NLP)
- Prompt Engineering
Alyse Athans Summary
- Alyse Athans, based in Denver, CO, US, is currently a Director of Client Experience at Capital Investment Advisors. Alyse Athans brings experience from previous roles at Charles Schwab. Alyse Athans holds a 2015 - 2017 Master of Business Administration (MBA) with Honors in Entrepreneurship @ The University of Chicago Booth School of Business. With a robust skill set that includes Business Technology, Wealth Management Services, Market Research, Strategic Partnerships, Organizational Development and more. Alyse Athans has 2 emails and 3 mobile phone numbers on RocketReach.
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