Alex Lebegue

Experience

• 

  North Star Resource Group

  Jun 2010 - Aug 2010

  University Intern

  - Gathered weekly to discuss different aspects of the financial services industry- Analyzed real client scenarios and give presentations based on clients’ needs- Participated in educational seminars designed to give an understanding of the financial industry

• 

  Arizona State University

  Aug 2010 - Jan 2011

  W.P. Carey 101 Facilitator

  - Developed weekly lectures based around the WPC 101 syllabus- Delivered business related lectures to twenty students- Prepared incoming freshman for the transition between high school and college

• 

  Yelp.com

  May 2011 - Sept 2011

  Recruiting Coordinator Intern

  - Collaborated on marketing/advertising initiatives- Built employee branding awareness- Corresponded with university career contacts and candidates- Communicated internally with HR

• 

  Bank of America

  Jun 2011 - May 2012

  Professional Teller

  - Processed financial transactions with a high degree of accuracy- Communicated effectively with customers and management- Promoted bank products and services to customers

• 

  Merrill Edge

  May 2012 - May 2019

  - Lead a team of Financial Solutions Advisors to help deliver investment advice geared towards improving the financial lives of our clients- Provide coaching to help deliver a superior client experience and allow FSAs to reach their full potential- Work with other leaders to improve our platform and ensure forward progress for the organization- Enable responsible business growth by staying in tune with our regulatory environment and providing feedback to our FSAs - Identified clients' financial goals and created a roadmap to help make their goals achievable- Provided holistic financial advice to mass-affluent clients accounting for their goals, appetite for risk, and investment experience- Managed a revolving book of ~$30M in assets while introducing new clients to the Merrill Edge platform- Recognized on multiple occasions as a top performer within the organization

  • Vice President, New Hire Manager

    Jun 2017 - May 2019

  • Vice President, Financial Solutions Team Manager

    Mar 2016 - May 2017

  • Financial Solutions Advisor

    May 2012 - Feb 2016