ALEXANDER SHCHARANSKY
Waukee
Summary
Results-driven Financial Advisor with experience working with different types of clients in creating tailored financial plans, managing portfolios, and providing strategic investment advice. Proven track record of helping clients achieve their financial goals utilizing financial tools ranging from Insurance products, such as life, disability and long-term care insurance, fixed, variable and income annuities, to financial products, such as stock, bond and mutual fund portfolios.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Managing Partner and Financial Advisor
Modern Woodmen Of America
2024 - Current
- Recruited Representatives and Financial Advisors.
- Mentored team members, fostering professional development and improving team performance.
- Analyzed market trends to identify opportunities for new product offerings and service improvements.
- Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
- Increased client base by implementing effective marketing strategies and fostering long-term relationships.
Financial Advisor
Eagle Strategies LLC
12.2023 - 11.2024
- Managed client portfolios to maximize returns while minimizing risks
- Implemented tax-efficient strategies to optimize clients' financial positions and minimize liabilities
- Developed tailored financial plans to meet clients' investment goals and risk tolerance
- Provided investment analysis and recommendations to clients based on market research
Financial Services Professional
New York Life Insurance Company
11.2021 - 11.2023
- Strong knowledge of various insurance products and regulations in the industry
- Exceptional communication skills in explaining complex policies to clients with varying needs
- Proficient in conducting thorough client needs analysis to recommend suitable insurance solutions
- Skilled in building and maintaining strong relationships with clients to ensure high retention rates
Life Insurance Agent
Advantage Group, Inc.
08.2021 - 11.2021
- Collaborated with insurance carriers to negotiate best rates and coverage options for clients
- Analyzed client needs and recommended suitable insurance plans for effective coverage
President - Owner
Continuous Control Solutions, LLC
09.2007 - 08.2021
- Led a global engineering company
- Managed company finances
- Engaged in contract negotiations with clients worldwide
- Supervised all administrative requirements, including records management, legal compliance, and tax returns submissions
- Led global sales efforts to promote company worldwide
- Managed multiple global offices
Financial Director - Owner
ZORASS, LLC
11.2004 - 09.2007
- Engaged in exclusive global sales activities for a specific company marketing engineering products to industrial clients
- Maintained and analyzed financial records, prepared payroll and tax returns, and managed company financials
Assistant to Financial Director
Media Most International, Inc.
05.2002 - 11.2004
- Performed financial record keeping for a multi-national Russian language media company
- Assisted the Financial Director and prepared financial reports for CEO
Mergers and Acquisitions Associate Intern
Deutsche Bank
05.2001 - 08.2001
- Analyzed financial statements of companies for acquisition
- Prepared reports
- Prepared acquisition proposals
Commodities Clerk and Stock Broker
Various Companies
07.1993 - 04.1998
- Worked as Assistant Broker on New York Commodities Exchange trading floor (Refco, Inc.)
- Assisted in trading Gold, Silver, Copper, Crude Oil, Natural Gas, Unleaded Gasoline, Coffee, Sugar and Cocoa Futures
- Worked as Registered Representative for various Brokerage companies in New York and Long Island
Education
Chartered Financial Consultant -
The American College of Financial Services
Online01.2026
Bachelor of Arts - Political Science
Grinnell College
Grinnell, IA01.1993
Skills
- Financial planning
- Investment analysis
- Risk assessment
- Retirement planning
- Tax planning
- Wealth management
- Investment product knowledge
- Insurance and annuity product knowledge
- Communication skills
- Relationship building
- Series 7, 63, 65 licenses
- Life and health insurance licenses
Certification
- FINRA License - Series 7
- FINRA License - Series 63
- FINRA License - Series 65
- FINRA License - Series 26
- Life Insurance License
- Health Insurance License
- Professional Designations: ChFC®, WMCP®, FSCP®
LANGUAGES
English | Native
Russian | Native
Hebrew | Advanced
Timeline
Financial Advisor
Eagle Strategies LLC
12.2023 - 11.2024
Financial Services Professional
New York Life Insurance Company
11.2021 - 11.2023
Life Insurance Agent
Advantage Group, Inc.
08.2021 - 11.2021
President - Owner
Continuous Control Solutions, LLC
09.2007 - 08.2021
Financial Director - Owner
ZORASS, LLC
11.2004 - 09.2007
Assistant to Financial Director
Media Most International, Inc.
05.2002 - 11.2004
Mergers and Acquisitions Associate Intern
Deutsche Bank
05.2001 - 08.2001
Commodities Clerk and Stock Broker
Various Companies
07.1993 - 04.1998
Bachelor of Arts - Political Science
Grinnell College
Managing Partner and Financial Advisor
Modern Woodmen Of America
2024 - Current
Chartered Financial Consultant -
The American College of Financial Services
PRODUCT EXPERIENCE
- Term, Whole and Variable Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Fixed, Variable and Income Annuities
- Stocks, Bonds, Mutual Funds and ETFs