Alexis Mims

Alexis Mims

Wealth Management Intern

Followers of Alexis Mims411 followers
location of Alexis MimsNew York City Metropolitan Area

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  • Timeline

  • About me

    Internal Investment Consultant at BNY Mellon

  • Education

    • Lehigh University - College of Business and Economics

      2015 - 2018
      Bachelor of Science - BS Finance

      Activities and Societies: President of Lehigh University Marketing Club Women in Business, American Marketing Association

    • University of Georgia - Terry College of Business

      2014 - 2015
      Economics
  • Experience

    • Ibex Wealth Advisors

      May 2016 - Aug 2016
      Wealth Management Intern
    • Little Words Project

      May 2017 - Oct 2017
      Business Development Intern
    • Axio Financial LLC

      Oct 2018 - Oct 2020
      Analyst
    • BNY Mellon

      Jul 2021 - now
      Internal Wholesaler
  • Licenses & Certifications

    • Series 63

      FINRA
      Oct 2021
    • Office2019: Microsoft Office Specialist: Excel Associate

      Microsoft
    • Series 7

      FINRA
      Sept 2021
    • Bloomberg Market Concepts Certification

      Bloomberg LP
  • Volunteer Experience

    • Fundraiser

      Issued by Memorial Sloan Kettering Cancer Center on Jan 2019
      Memorial Sloan Kettering Cancer CenterAssociated with Alexis Mims