Paul Alt Email & Phone Number
Upper School Teacher @ Charlotte Latin School
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Paul Alt Location
- Charlotte, NC, US
Paul Alt Work
- Upper School Teacher @ (August 2018 - Present)
- Client Support Services (CSS) @ (January 2004 - May 2018)
- Brokerage Manager @ (January 2004 - May 2018)
Paul Alt Education
- University of North Carolina at Charlotte
History major/Seconday Education minor (Secondary Education and Teaching)
2018-2020 - University of North Carolina at Greensboro
Bachelor of Science (BS) (Sports and Exercise)
1993-1998
Paul Alt Skills
- Series 7
- FINRA
- Customer Relations
- Compliance
- Investment Advisory
- Mutual Funds
- Series 63
- Customer Service
- Financial Analysis
- Life Insurance
- Wealth Accumulation
- Insurance
- Financial Services
- Finance
- Relationship Management
- Broker-Dealer
- 529 Plans
- ETFs
- Variable Annuities
- Series 65
- Investment Management
- Bonds
- Estate Planning
- Separately Managed Accounts
- Asset Allocation
- 401k
- Risk Management
- Banking
- Fixed Income
- Financial Planners
- Charlotte
- Handling Money
- Responsibility
- Information Technology
- Soccer
- Accounting
- Purchasing
- Fixed Annuities
- Executive Management
- Sales
- Brokerage
- Coordinate
- Communication
- Business Services
- Translation
- Bonus
- Lead a Team
- Bank Reconciliation
- Performance Reviews
- Safety
- Operations
- Dealers
- Addressing
- Expect
- Medicine
- Families
- Coaching Staff
- Daily Reports
- Transportation
- Bank Deposits
- New Business Development
- Checks
- Paperwork
- Scholarships
- Patient
- Databases
- Conferences
- Sports Medicine
- Management
- Exercise Physiology
- Broker Dealer
- Customer Information
- Reporting
- Submittals
- Clearing
- Retirement
- REIT
- Securities
- Wholesale
- Carriers
- Internal Audit
Paul Alt Summary
- Paul Alt, based in Charlotte, NC, US, is currently a Upper School Teacher at Charlotte Latin School. Paul Alt brings experience from previous roles at LPL Financial. Paul Alt holds a 2018 - 2020 History major/Seconday Education minor in Secondary Education and Teaching @ University of North Carolina at Charlotte. With a robust skill set that includes Series 7, FINRA, Customer Relations, Compliance, Investment Advisory and more. Paul Alt has 2 emails and 1 mobile phone numbers on RocketReach.
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