Adam Alexander
Monarch Institute
Tell me more about Adam Alexander?
Adam Alexander is a finance professional with 10.6 years of experience. He has a strong reputation for resolving problems, improving customer satisfaction, and driving operational improvements. Adam is known for his leadership skills and his ability to effectively solve problems. He has worked in various roles, including as a Paraplanner at Elston and an Associate Financial Advisor at Guardian Investments. Adam has also worked as a Senior Associate at KDM Financial and Estate Planning and as a Business Banking Client Administrator at Macquarie Group. He is based in Gold Coast, Queensland, Australia.
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About
During my time as a finance professional I have built an excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements. With a strong emphasis on leadership, I am an innovative and respected individual within the financial industry, demonstrating robust subject knowledge and an ability to employ critical and analytical thinking to achieve success whilst consistently preforming at a high level.
Work Experience
Business Banking Client Administrator
Wrap Wealth Consultant
Financial Services
Adam Alexander's Professional Milestones
- Business Banking Client Administrator (2020-01-01~2021-07-01): Streamlined customer administration processes, improving the efficiency and effectiveness of business banking operations.
- Paraplanner (2022-05-01~): Designing and implementing efficient coordination processes to streamline operations and optimize productivity.
Education
Financial Planning And Services
2021-2021Certification
Colleagues
Deepika Rameshbabu
investment banking - business analyst | data analyst | professional scrum product owner pspo i | agile coach| macquarie | state street | citi | bnp paribas | bny mellon
Marian Thilini Ruparatne
Product Owner
Owen Hollands
senior product owner - cloud platforms at woolworths group
Gayathri Gomatam
product owner - models & managed accounts
Sunny Sharma
data & analytics leader | product owner | data strategy and transformation
Other Named Adam Alexander
Frequently asked questions
We found 2 Adam Alexander's email addresses
Adam Alexander's social media include: Linkedin,
Adam Alexander works for Macquarie Group
Adam Alexander's role in Macquarie Group is Business Banking Client Administrator
Adam Alexander works in the industry of Financial Services
Adam Alexander's colleagues are Deepika Rameshbabu,Marian Thilini Ruparatne,Owen Hollands
Adam Alexander's latest job experience is Business Banking Client Administrator at Macquarie Group
Adam Alexander's latest education in Monarch Institute