Alexandra Markulis

Alexandra Markulis

Retail Salesperson

Followers of Alexandra Markulis765 followers
location of Alexandra MarkulisSanta Monica, California, United States

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  • Timeline

  • About me

    Registered Senior Wealth Strategist, Authorized Officer, CAP, AAMS

  • Education

    • University of Washington

      2014 - 2016

      Activities and Societies: Pi Beta Phi Sorority

    • UC Santa Barbara

      2016 - 2018
      Bachelor's degree Communication, General 3.85

      Activities and Societies: Pi Beta Phi Sorority The National Society of Collegiate Development

  • Experience

    • Jack's Surfboards

      Jun 2013 - Jun 2014
      Retail Salesperson

      Retail Sales Associate

    • March of Dimes

      Oct 2014 - May 2015
      Marketing And Public Relations Intern

      Marketing & PR Intern

    • Rolling Hills Country Day School

      Jun 2015 - Aug 2017
      Day Camp Counselor

      Summer Day Camp Counselor

    • Incentive Solutions, Inc.

      Sept 2015 - Jan 2016
      Sales And Marketing Intern

      Sales and Marketing Intern

    • Our Lady of Mount Carmel School. Montecito, CA.

      Oct 2017 - Apr 2018
      After Care Staff & Teacher’s Aide

      After Care Staff & Teachers Aide

    • Jennifer Zacharias PR

      Oct 2017 - Apr 2018
      Public Relations Intern

      Public Relations Intern

    • UBS

      Jul 2018 - now
      • Senior Wealth Strategy Associate, Authorized Officer

        Feb 2024 - now
      • Senior Wealth Strategy Associate

        Dec 2022 - Feb 2024
      • Client Service Associate

        Jul 2018 - Dec 2022
    • CorePower Yoga

      Jun 2023 - now
      Yoga Teacher
  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, CT, DE, FL, IA, ID, IL, IN, MA, MD, MN, MO, MT, NC, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VA, WA, WI

      FINRA
  • Honors & Awards

    • Awarded to Alexandra Markulis
      AAMS College for Financial Planning Dec 2022 Accredited Asset Management Specialist
    • Awarded to Alexandra Markulis
      CAP American College of Financial Services Mar 2021 Chartered Advisor in Philanthropy