Alexander Diaz

Transfer of Assets Analyst

Name variants:
Aleksander Diaz, Alixander Diaz, Alekzander Diaz, Alexzander Diaz, Al Diaz, Alex Diaz, Alec Diaz, Aleck Diaz, Lex Diaz, Sandy Diaz, Sander Diaz, Xander Diaz
Last updated Jun 27, 2024

Contact Information

Last Update
Jul 10, 2022
Email
ad**@amerijet.com
Location
Denver, CO

Workplace

Commonwealth Financial Network
Transfer of Assets Analyst

Waltham, MA

Industry

Financial Services

Work History

Transfer of Assets Analyst

29 Sawyer Rd, Waltham, MA 02453
Reviewed and processed requests for incoming transfers Communicated with advisors’ offices to resolve NIGOs, as well as any issues that arise along the transfer life cycle Logged detailed...
Jul 2018 — Sep 2019

Client Service Associate

697 Pomfret St, Pomfret Center, CT 06259
Created investment committee; developed agenda, performed portfolio analysis on current investment models, and evaluated economic and market influencers. Controlled communications with all...
Jan 2018 — Jul 2018

Financial Associate

245 Summer St, Boston, MA 02210
Facilitated withdrawals, loans, investment exchanges, rebalances, contributions, and other inquiries relating to customers’ 401(k) accounts. Worked closely with clients, offering personali...
Nov 1, 2016 — Sep 2017

Client Service Liaison and Intern

697 Pomfret St, Pomfret Center, CT 06259
Worked for Weiss & Hale Financial part-time during my spring semester senior year. I worked closely with the three investment advisors of the firm as well as director of marketing and direc...
Jan 2016 — Apr 2016

Online Reseller

2025 Hamilton Ave, San Jose, CA 95125
Resell items found at thrift stores, garage sales, and Craigslist ads for profit through eBay. Effectively manage eBay business, generating up to $1,200 in supplementary monthly income. C...
Sep 2014 — Aug 2017

Finance Intern

398 Pomfret St, Pomfret, CT
Prepared an analysis comparing Pomfret School’s facilities and programs to those at 13 other New England private schools. Assisted CFO in updating operating budget for the 2013-2014 school...
May 2013 — Aug 2014

Co Owner

Created and managed modest lawn care business. Marketed company competitively to local area and scheduled regular appointments. Developed plans for expansion and growth for oncoming years...
May 2013 — Aug 2014

Hazmat Specialist

2800 south Andrews Ave, Fort Lauderdale, FL 33301
from Aug 1, 2009

Security Officer

6802 northwest 77Th Court Cir, Miami, FL 33156
Oct 2008 — Jul 2009

Materials Specialist

2800 south Andrews Ave, Fort Lauderdale, FL 33301
Dec 2007 — Jun 2008

Financial Representative

245 Summer St, Boston, MA 02210

Education

2012 — 2013
2008 — 2008
2002 — 2005

Occupations

Representative
Security Officer
Security

Skills

Inventory Management
Customer Service
Hazardous Materials
Physical Security
Purchasing Supplies
Microsoft Excel
Powerpoint
Microsoft Word
Hospitality
Billing Solutions
Shipping
Receiving
Multi Tasking
Music Production
Audio Engineering
Musician
Microsoft Office
Outlook
Financial Analysis
Management
Finance
Budgets

FAQs about Alexander Diaz

What's the profession of Alexander Diaz?

This professional's job is Transfer of Assets Analyst

What are the main profession of Alexander?

These person's professions are Representative

Where does Alexander Diaz live?

Denver, Colorado is the place where Alexander Diaz lives

Does Alexander have the email address?

ad**@amerijet.com is Alexander Diaz's email address.

How many companies did Alexander Diaz work at?

The professional worked at 11 jobs.

Where has Alexander Diaz studied?

Alexander studied at the University of Connecticut from 2013 to 2016.

Are there any professional certifications, that Alexander Diaz has?

Alexander received the following certifications: Leadership Development: Planning & Managing Change, Series 7, Series 66, Series 24, and Leadership Greater Hartford.

What languages does Alexander Diaz speak?

Alexander Diaz speaks Spanish and English.
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