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Alexandra Maahs

Alexandra Maahs

Followers of Alexandra Maahs1000 followers
location of Alexandra MaahsChicago, Illinois, United States

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  • Timeline

  • About me

    Senior Customer Success Manager at Morningstar

  • Education

    • Marquette University

      -
      Bachelor of Science (B.S.) Mathematics

  • Experience

    • Wells Fargo

      Sept 2015 - Nov 2018

      • Licensed Banker

        Sept 2017 - Nov 2018

      • Personal Banker and Business Specialist

        Sept 2015 - Aug 2017

    • Equilar

      Jan 2019 - Jan 2020
      Enterprise Account Manager & Board Services Advisor

    • PerkSpot

      Jan 2020 - Aug 2021
      Enterprise Customer Success Manager & Team Lead

    • Morningstar

      Aug 2021 - now

      • Senior Customer Success Manager

        Jul 2023 - now

      • Customer Success Manager

        Aug 2021 - now

  • Licenses & Certifications

    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA

    • Series 6 - Investment Company Products/Variable Contracts Representative Examination

      FINRA

    • Series 65 - Uniform Investment Adviser Law Examination

      FINRA