Peter Alexander Email & Phone Number
Tax Preparer @ Tonsager Tax & Accounting Services
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Peter Alexander Location
- Saint Paul, MN, US
Peter Alexander Work
- 2026 -now Tax Preparer @
- 2025 -2025 Partnership Specialist @
- 2024 -2025 Seasonal Tax Preparer @
- 2019 -2024 Personal Financial Counselor III @ Magellan Federal-Zeiders Enterprises
- 2022 -2024 Small Business Certified Tax Analyst @
- 2021 -2022 Associate, Tax Administrator @
- 2019 -2020 Partnership Specialist @
- 2017 -2018 Associate Wealth Management Advisor to Baji Puram CLU CHFC @
- 2014 -2016 Investment Consultant @
- 2011 -2014 Client Relationship Manager @
- 2010 -2011 Financial Aid Coordinator @
- 2007 -2010 Financial Advisor @
- 1998 -2007 Financial Counselor @
Peter Alexander Education
- College for Financial Planning
Graduate (CFP® Certification Professional Education Program)
- The University of New Mexico
Bachelor of University Studies
Peter Alexander Skills
- Financial Advisory
- High Volume
- Consulting
- Planning
- Fixed Annuities
- Prospects
- Insurance
- Sales
- Community
- IRAs
- Students
- Money Tree
- Finance
- Gdc
- 401k
- Strategic Financial Planning
- Educational Seminars
- Real Estate
- Student Financial Aid
- Scholarships
- Salary
- Tax Preparation
- HTTPS
- Management
- Insurance Planning
- Calls
- Short
- Parenthood
- Guiding
- CRM
- Investment Management
- Sales Manager
- Leadership
- Aid
- Series 63
- Schools
- Public Speaking
- Quarter
- Retirement Planning
- Trees
- Financial Planning
- Seminars
- Portfolio Management
- System
- Relationship Management
- Education
- Dialog Programs
- Asset Allocation
- Investment Advisory
- Individual Life
- Life Insurance
- Strategies
- Microsoft Office
- FINRA
- Variable
- Risk Management
- Asset Management
- Consultative Approach
- Training
- Employee Training
- Certified Financial Planner
- Long Term Care
- Silver
- Wealth
- Radio
- Articles
- Call Centers
- Loans
- Campaigns
- Educational Consulting
- Estate Planning
- Handling Money
- Income Tax
- Pensions
- K 12
- Accountability
- Communication
- Walk Ins
- Schedules
- Veterans Administration
- New Clients
- Money Guide Pro
- Rollovers
- Constant Contact
- One On One
- Adaptive
- Rolling
- Sales Trainings
- Project Planning
- Title IV
- Managed Money
- Services
- Presentations
- Silver Financial Planner
- Internal Audit
- Council
- Minneapolis
- Regulations
- Diamonds
- Financial Planners
- Defined Contribution
- Branches
- Tax
- Grants
- Investments
- Colleges
- Broadridge
- Academic
- Bonus
- Software
- Referrals
- Financial Services
- Morningstar
- Wealth Management
- Oracle
- Mutual Funds
- Frame
- Profiles
- Investment Strategies
- Asset
- Spoke
- Defined Benefit
- Staff Development
- Summit
- Retirement
- New Mexico
- Recruiting
- Series 7
- Employee Benefits
- Securities
- Siebel
- Selling
- Photoshop
- Concept Development
- Graphics
- Art Direction
- User Experience
- Illustrator
- Project Management
- Marketing
- Motion Graphics
- Business Strategy
- UI Design
- After Effects
- Premiere Pro
Peter Alexander Summary
- Peter Alexander, based in Saint Paul, MN, US, is currently a Tax Preparer at Tonsager Tax & Accounting Services. Peter Alexander brings experience from previous roles at SBS Creatix, Brenda K. Lowe CPA LLC, Magellan Federal-Zeiders Enterprises and Block Advisors. Peter Alexander holds a Graduate in CFP® Certification Professional Education Program @ College for Financial Planning. With a robust skill set that includes Financial Advisory, High Volume, Consulting, Planning, Fixed Annuities and more. Peter Alexander has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Tonsager Tax & Accounting Services Employees
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Dusty Schmidt
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