Alec Roland
Provo
Summary
Dynamic Financial Advisor Assistant at PacNorth Retirement with a proven track record in client account transitions and meticulous data management. Tri-lingual communicator skilled in fostering client relationships and enhancing service delivery. Excel and AI proficient, I excel in driving performance improvements and ensuring compliance in fast-paced environments.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
PacNorth Retirement
Provo
06.2025 - Current
- Collaborate directly with clients to open and transition retirement accounts, ensuring accuracy and compliance with firm and broker-dealer standards
- Served as lead account opener during firmwide broker-dealer transition, managing dozens of client account migrations with 100% completion rate
- Respond to client inquiries and coordinate documentation to support advisors in retirement and investment planning
- Maintain high attention to detail in data entry, client onboarding, and financial record updates
Volunteer Representative
The Church of Jesus Christ of Latter-day Saints
Thailand
01.2022 - 12.2023
- Led and trained teams of 20+ representatives as Zone Leader and District Leader, fostering collaboration, accountability, and performance improvement
- Served as Mission Statistician, compiling and presenting mission-wide performance reports and data analyses to executive leadership
- Designed and implemented a Thai tutoring program to help new representatives improve language fluency and teaching confidence
- Organized and directed a 50-person service team to Thailand's northernmost province to assist in flood cleanup efforts-the largest in over 100 years
- Developed leadership, cross-cultural communication, and planning skills through 70+ hour workweeks in diverse environments across Thailand
Education
Bachelor of Science - Finance
Brigham Young University - Marriott School of Business
Provo, UT08.2028
Skills
Excel and AI proficient
Tri-Lingual
Certified Phlebotomist
Client Communication
Certification
Certified Phlebotomist (current)
Personal - Activities
- Team Captain, High School Varsity Basketball - developed leadership, discipline, and teamwork skills
- Co-founded and organized a Ski Club, coordinating group events and local partnerships for student participation
- Enjoy skiing, basketball, and outdoor recreation
Languages
Thai
Full Professional
Lao
Professional
Timeline
Financial Advisor Assistant
PacNorth Retirement
06.2025 - Current
Volunteer Representative
The Church of Jesus Christ of Latter-day Saints
01.2022 - 12.2023
Bachelor of Science - Finance
Brigham Young University - Marriott School of Business