Director of Client Services
As Director of Client Services, Alex works directly with clients and the Global Asset Management team on many facets of the client experience in all administrative aspects including appointment scheduling, meeting preparation, compliance, online access questions, linking outside accounts, troubleshooting, Investor Access and client communication.
Alex comes with 4 years of experience in customer service and banking where he developed a talent for servicing others and a genuine care for those that he interacts with. Graduating from McNeese State University in 2018, Alex holds a Bachelor of Science in Management and Bachelor of Arts in Foreign Languages with concentrations in Human Resources Management and Spanish respectively. While studying at McNeese State University, Alex was initiated into Kappa Alpha Order and served as the Chapter Historian for three years. He currently serves on the Alumni Chapter’s Board of Directors as the Alumni Chapter Secretary.
Having a passion for helping others, he often volunteers his time with community service and fundraisers. When he is not helping clients at Global Asset Management Group or lending a hand in the community, Alex enjoys reading books and spending time with family and friends.
“If I am not, may God put me there; and if I am, may God so keep me.” – Joan of Arc