Alec G Engelberg
age ~51
from Austin, TX
- Also known as:
-
- Alec Gordon Engelberg
- Alec Gordon
- Alec Engel
- Phone and address:
-
9525 N Capital Of Texas Hwy UNIT 619, Austin, TX 78759
3145185424
Alec Engelberg Phones & Addresses
- 9525 N Capital Of Texas Hwy UNIT 619, Austin, TX 78759 • 3145185424
- 10315 Tuxford Dr, Saint Louis, MO 63146 • 3149957131
- 10385 Gosport Dr, Saint Louis, MO 63146 • 3149957131
- Germantown, TN
- 10315 Tuxford Dr APT 4, Saint Louis, MO 63146 • 8163041981
Work
-
Company:Merrill lynchDec 2017
-
Position:Gwim senior operations representative
Education
-
Degree:Masters, Master of Arts
-
School / High School:Webster University1999 to 2002
-
Specialities:Finance
Skills
Finance • Securities • Investments • Mutual Funds • Analysis • Sales • Customer Service • Insurance • Accounting • Financial Analysis • Microsoft Office • Risk Management • Valuation • Microsoft Excel • Wealth Management • Account Reconciliation • Retirement Planning • Series 7 • Accounts Payable • Financial Planning • Sales Operations • Financial Planners • Strategic Planning • Leadership • Management • Marketing • Asset Management • Bloomberg • Business Analysis • Business Intelligence • Business Process • Capital Markets • Client Services • Data Analysis • Derivatives • Equities • Financial Modeling • Financial Services • Fixed Income • Investment Strategies • Portfolio Management • Product Specialists • Tax Planning • Trading • Teamwork • Team Building • Powerpoint • Microsoft Word • Research • Financial Research
Languages
Hebrew • English • Spanish
Ranks
-
Certificate:Series 7
Emails
Industries
Financial Services
Resumes
Gwim Senior Operations Representative
view sourceLocation:
10315 Tuxford Dr, Saint Louis, MO 63146
Industry:
Financial Services
Work:
Merrill Lynch
Gwim Senior Operations Representative
Merrill Lynch May 2017 - Dec 2017
Client Associate
Edward Jones Jan 2006 - May 2016
Global New Accounts Reconciliation Specialist
Seeking New Opportunities Jan 2006 - May 2016
Equity Research Associate | Equity Research Analyst | Investment Associate | Client Service Representative
Edward Jones Jan 2001 - Jan 2006
Senior Acat Operations Specialist
Gwim Senior Operations Representative
Merrill Lynch May 2017 - Dec 2017
Client Associate
Edward Jones Jan 2006 - May 2016
Global New Accounts Reconciliation Specialist
Seeking New Opportunities Jan 2006 - May 2016
Equity Research Associate | Equity Research Analyst | Investment Associate | Client Service Representative
Edward Jones Jan 2001 - Jan 2006
Senior Acat Operations Specialist
Education:
Webster University 1999 - 2002
Masters, Master of Arts, Finance Haslam College of Business at the University of Tennessee 1991 - 1996
Bachelors, Bachelor of Science, Finance University of Tennessee, Knoxville 1996
Christian Brothers High School 1991
University of Tennessee, Knoxville
Masters, Master of Arts, Finance Haslam College of Business at the University of Tennessee 1991 - 1996
Bachelors, Bachelor of Science, Finance University of Tennessee, Knoxville 1996
Christian Brothers High School 1991
University of Tennessee, Knoxville
Skills:
Finance
Securities
Investments
Mutual Funds
Analysis
Sales
Customer Service
Insurance
Accounting
Financial Analysis
Microsoft Office
Risk Management
Valuation
Microsoft Excel
Wealth Management
Account Reconciliation
Retirement Planning
Series 7
Accounts Payable
Financial Planning
Sales Operations
Financial Planners
Strategic Planning
Leadership
Management
Marketing
Asset Management
Bloomberg
Business Analysis
Business Intelligence
Business Process
Capital Markets
Client Services
Data Analysis
Derivatives
Equities
Financial Modeling
Financial Services
Fixed Income
Investment Strategies
Portfolio Management
Product Specialists
Tax Planning
Trading
Teamwork
Team Building
Powerpoint
Microsoft Word
Research
Financial Research
Securities
Investments
Mutual Funds
Analysis
Sales
Customer Service
Insurance
Accounting
Financial Analysis
Microsoft Office
Risk Management
Valuation
Microsoft Excel
Wealth Management
Account Reconciliation
Retirement Planning
Series 7
Accounts Payable
Financial Planning
Sales Operations
Financial Planners
Strategic Planning
Leadership
Management
Marketing
Asset Management
Bloomberg
Business Analysis
Business Intelligence
Business Process
Capital Markets
Client Services
Data Analysis
Derivatives
Equities
Financial Modeling
Financial Services
Fixed Income
Investment Strategies
Portfolio Management
Product Specialists
Tax Planning
Trading
Teamwork
Team Building
Powerpoint
Microsoft Word
Research
Financial Research
Languages:
Hebrew
English
Spanish
English
Spanish
Certifications:
Series 7
Series 63
Series 63
Youtube
Googleplus
Alec Engelberg
Work:
Edward Jones Investments
Education:
Webster University - Finance, University of Tennessee - Finance/Psychology, Christian Brothers High School
Tagline:
Live life to the fullest and prosper (that's my moto! :))!!
Alec Engelberg
view sourcePlaxo
Alec Engelberg
view sourceSr Operations Brokerage Ops at Edward Jones
Alec Engelberg's Public
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