Alex Kennedy
Chevy Chase,MD
Overview
7
7
years of professional experience
Work History
Enterprise Sales Development Representative
Clearwater Analytics
McLean, VA
01.2023 - Current
- 2024: #1 ranked SDR globally in both pipeline & meetings.
- 2023: Achieved 216% of pipeline quota and 117% of meetings quota.
- Responsible for outbound sourcing of new asset management clients. Reaching out via cold call, e-mail, and LinkedIn. Also attending trade shows and leveraging Clearwater marketing.
- Leading/participating in client meetings and platform demonstrations. Creating client proposals.
Financial Advisor Associate/Wealth Advisor Assoc.
Morgan Stanley
Palo Alto, CA
11.2019 - 05.2022
- Managed portfolios of equities, fixed income, and alternative investments for a select group of high net worth clients.
- Operated as a trader for the Palo Alto Group which manages over $100 billion in assets (equity, employee stock options, and FX).
- Provided highly customized wealth planning solutions (i.e. lending, insurance, estate planning, tax-efficient portfolio management, etc.).
- Worked on a team of wealth advisor associates (2019-2021). Together, we supported a complex with over $170 billion in assets under management. Primary responsibilities included financial planning and portfolio analysis.
- Was ranked as one of the top performing wealth advisor associates nationwide in July of 2020.
- Helped transition outside advisory practices into the complex, resulting in over $1 billion in new assets.
Operations Associate
Zum
Redwood City, CA
08.2017 - 01.2019
- Oversaw daily ride operations and managed client/vendor relationships.
- Helped manage the on-boarding of drivers across California.
- Originally hired as a brand ambassador working on commission and was quickly promoted.
Education
Bachelor of Science - Economics
Santa Clara University
Santa Clara, CA06.2018
International Baccalaureate (IB) -
International School of Geneva
2014
Skills
- Sales
- Microsoft Office, Google Suite, Salesforce
- Financial Planning, Portfolio Management
- French (fluent)
Timeline
Enterprise Sales Development Representative
Clearwater Analytics
01.2023 - Current
Financial Advisor Associate/Wealth Advisor Assoc.
Morgan Stanley
11.2019 - 05.2022
Operations Associate
Zum
08.2017 - 01.2019
Bachelor of Science - Economics
Santa Clara University
International Baccalaureate (IB) -
International School of Geneva