James Alex Email & Phone Number
Financial Planner @ Blue Ocean Wealth Solutions
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James Alex Location
- Greenvale, NY, US
James Alex Work
- Financial Planner @ (July 2016 - Present)
- Financial Professional @ (October 2010 - Present)
- Financial Professional @ (January 2010 - January 2013)
- Product Manager @ (February 2000 - November 2009)
James Alex Education
- Stevens Institute of Technology
MS Information Systems (Information Management)
2002-2006 - Queens College
BS (Computer Science)
1997-2000 - High school
James Alex Skills
- Investments
- Management
- Strategic Planning
- Marketing
- Insurance
- Financial Modeling
- Financial Services
- Leadership
- Vendor Management
- Microsoft Office
- Surgery
- Finance
James Alex Summary
- James Alex, based in Greenvale, NY, US, is currently a Financial Planner at Blue Ocean Wealth Solutions. James Alex brings experience from previous roles at MetLife and UBS. James Alex holds a 2002 - 2006 MS Information Systems in Information Management @ Stevens Institute of Technology. With a robust skill set that includes Investments, Management, Strategic Planning, Marketing, Insurance and more. James Alex has 2 emails and 1 mobile phone numbers on RocketReach.
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