Alexis Witt

Whittier, California, United States
Transamerica

University of California, Los Angeles

915148800-1072915200
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About

 Accomplished management leader that has been consistently promoted to positions of greater responsibility. Demonstrated outstanding leadership skills while identifying and resolving problems and implementing solutions. Experience working well on deadline and under pressure to meet or exceed client service expectations. Nearly seven years of valuable, hands-on experience selling, servicing and administering retirement accounts. Hold a MBA from the University of Phoenix and a Bachelors Degree from UCLA.

Alexis Witt In Short

Alexis Witt is an accomplished management leader with 19.6 years of experience in retirement planning, mutual funds, and 401k. Based in Los Angeles, California, Alexis has demonstrated outstanding leadership skills and a track record of resolving problems and implementing solutions. With a strong work ethic and a commitment to meeting client service expectations, Alexis has a wealth of hands-on experience in selling, servicing, and administering retirement accounts. Alexis holds an MBA from the University of Phoenix and a Bachelors Degree from UCLA.

Alexis Witt's Professional Milestones

  • Product Owner (1538352000~2016-06-01): Launching a successful product line, increasing market reach and driving revenue growth.
  • Graduate Student Researcher (2004-03-01~2007-07-01): Conducted groundbreaking research in a field of science through groundbreaking research and valuable insights.
  • Business Analyst (2016-06-01~): Streamlined data analysis processes, maximizing productivity and driving informed decision-making.
  • Licensed Personal Banker (2007-08-01~2011-04-01): Building strong relationships with clients through effective handling of financial transactions and personalized business advice.
  • Lead Transition Manager (2011-05-01~2016-06-01): Successfully navigated complex transitions, implementing efficient strategies to ensure a seamless transition across all departments.
  • Senior Product Owner: Expanding product portfolio by establishing strong partnerships and pushing the boundaries of knowledge and advancing product market leadership.

Alexis Witt's Emails and Phone Numbers

Research Contact
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Work Experience

Transamerica

Baltimore,Maryland,United States

Financial Services

14806
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Wells Fargo

San Francisco,California,United States

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UCLA

Los Angeles,California,United States

Education

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Skill

Retirement Planning

Retirement

Mutual Funds

401k

Financial Services

Series 7

Process Improvement

Customer Service

Securities

Series 63

Series 6

Leadership

Asset Allocation

Fixed Annuities

Management

Finra

Investment Advisory

Certification

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Frequently asked questions

What is Alexis Witt's email address?

We found 1 Alexis Witt's email addresses

What is Alexis Witt's phone numbers?

We found 4 Alexis Witt's phone numbers

Which social media profiles does Alexis Witt have?

Alexis Witt's social media include: Linkedin, 

What company does Alexis Witt work for?

Alexis Witt works for Transamerica

What is Alexis Witt's role in Transamerica?

Alexis Witt's role in Transamerica is Senior Product Owner

Which industry does Alexis Witt work in?
Alexis Witt works in the industry of Financial Services
Who are Alexis Witt's colleagues?
Alexis Witt's colleagues are Mike Higa,Calethea Dozier-Barnes,Gaurav Sharma
What is Alexis Witt's latest job experience?

Alexis Witt's latest job experience is Senior Product Owner at Transamerica

What is Alexis Witt's latest education?

Alexis Witt's latest education in University of California, Los Angeles

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Alexis Witt is an accomplished management leader with 19.6 years of experience in retirement planning, mutual funds, and 401k. Based in Los Angeles, California, Alexis has demonstrated outstanding leadership skills and a track record of resolving problems and implementing solutions. With a strong work ethic and a commitment to meeting client service expectations, Alexis has a wealth of hands-on experience in selling, servicing, and administering retirement accounts. Alexis holds an MBA from the University of Phoenix and a Bachelors Degree from UCLA.
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