Alexandra Markulis

Retail Salesperson

765 followers

Santa 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