Alec Horley has been working as a Investment Committee Chairman at Rotary Club of Portland since 2019. Moreover, this professional has on-the-job experience at more than seven companies using similar skills. Alec has a total work experience of 14+ years. Alec Horley studied at the University of Oregon. Alec has the following certificates: Certified Financial Planner (Cfp). Currently the professional lives in Portland, Oregon region. You can find this professional's current phone and email through our search.
Name variants:
Alexander Horley
Last updated Jun 19, 2024
Contact Information
Workplace
Investment Committee Chairman
Portland, OR
Industry
Civic & Social Organization, Clubs, Other Social Advocacy Organizations
Colleagues
Work History
Investment Committee Chairman
1220 southwest Morrison St SUITE 425, Portland, OR 97205
from Aug 2019
Corporate Officer on the Leadership Board
Aided in the analysis and the vetting of corporate investment opportunities for continued improvement of the business and wealth management experience for clients and prospective clients.
...
Nov 2011 — Apr 2015
Investment Advisor Representative, Cfpâ
4707 Executive Dr, San Diego, CA 92121
Provide wealth management services and financial planning to clients and prospective clients at a high and an attentive level.
from Apr 2015
Senior Investment Manager
1300 southwest 5Th Ave SUITE 2100, Portland, OR 97201
Provided wealth management services and financial planning to clients and prospective clients at a high and an attentive level. -Managed personal team of associate advisors with effectiveness.
Sep 2005 — Apr 2015
Investment Committee Member
1220 southwest Morrison St SUITE 425, Portland, OR 97205
Aiding in the analysis and the vetting of current and potential investments in the Rotary Club of Portland Trust
from Jun 2014
Education
Occupations
Executive
President and Owner
Chairperson
Supporting Member
Chief Executive
Team Member
Skills
Investments
Financial Analysis
Asset Management
Retirement Planning
Analysis
Project Management
Leadership
Team Leadership
Microsoft Office
Microsoft Excel
Process Improvement
Microsoft Word
Customer Service
FAQs about Alec Horley
What's the main profession of Alec Horley?
This professional's job is President and Owner
What jobs is Alec proficient at at?
Alec is a professional Executive and President and Owner jobs.
Where does Alec Horley live?
Alec currently lives in Portland, Oregon.
Does the professional have the email address?
al**@yahoo.com is The expert's email address.
How many companies did Alec Horley work at?
Alec Horley worked at seven jobs.
What education does Alec Horley have?
Alec studied at the University of Oregon.
What are the certifications of Alec Horley?
The professional received the following certifications: Certified Financial Planner (Cfp).
What is the industry that Alec Horley is connected to?
This professional works in Investment Management industry.