Lead Portfolio Administrator
Before joining The Network, Alex served as a Client Service Operations Manager at State Street Bank. He managed a team of fund accountants providing custodial and accounting services to CalPERs. During his six years at State Street, Alex gained experience in fund accounting, derivatives, various fixed income securities, and cash operations. At The Network, Alex is responsible for day-to-day trading activity such as rebalancing, cash management, and model management. Additionally, he will assist in providing investment research for investments and advisors.
Alex lives in Sacramento. Outside of the office, he enjoys spending time with family and friends, practicing martial arts, hiking with his two Boxers, reading and cooking.
- BS Business Administration, Finance and Minor in Economics, California State University of Sacramento
- FINRA Series 7: General Securities Representative Examination
- FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group, and LPL Financial.