Alex Roth, CFP®

Alex Roth, CFP®

Vehicle service attendant

Followers of Alex Roth, CFP®840 followers
location of Alex Roth, CFP®Greater St. Louis

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  • Timeline

  • About me

    Advisor at Moneta

  • Education

    • Southern Illinois University Edwardsville

      2016 - 2020
      Bachelor's degree Business administration, Finance
  • Experience

    • Enterprise Rent-A-Car

      Feb 2019 - Jan 2020
      Vehicle service attendant
    • Wells Fargo Advisors

      Jan 2020 - Mar 2020
      Next Generation Talent Intern
    • Moneta Group

      Jun 2020 - now
      • Advisor

        Oct 2023 - now
      • Senior Client Service Manager

        May 2022 - Oct 2023
      • Client Service Manager

        Jun 2020 - May 2022
  • Licenses & Certifications