Alexia Neeley
American Fork,UT
Summary
Resourceful, detail-oriented professional with expertise in event support, client engagement, and operational logistics. Acknowledged for anticipating needs, prioritizing effectively, and delivering seamless, high-quality experiences for clients and internal teams. Excels in dynamic, travel-intensive roles, combining strong communication, organizational skills, and innovative execution in event and marketing initiatives.
Overview
2
2
years of professional experience
Work History
Wealth Associate
Spectrum Wealth Management
Irvine, California
06.2025 - Current
- Support the firm acquisition or merger by managing logistics and communication throughout the transition.
- Coordinate client appreciation events, including vendors, scheduling, on-site execution, and collateral.
- Prepare client deliverables, organize workflows, and assist with marketing materials.
Associate Financial Advisor
PROFi - The Professional Financial Company
Orem, UT
12.2023 - 06.2025
- Assist advisors with market research, financial data analysis, and client presentation preparation.
- Support client meetings and manage administrative tasks.
- Contribute to the development of financial strategies.
Volunteer
Primary Children's Hospital
Salt Lake City, UT
11.2023 - 02.2025
- Delivered customized academic assistance to students unable to attend school due to illness.
- Fostered enhanced academic performance through tailored support strategies.
- Implemented creative and therapeutic activities to provide emotional support for students.
Education
Bachelor of Science - Finance: Personal Financial Planning
Utah Valley University
Orem, UT05.2025
Skills
- Event Coordination & Logistics
- Travel & Scheduling Management
- Client & Vendor Communication
- Project Organization & Workflow Tracking
- Creative Design Support (Canva)
- Data Accuracy & Record Management
- Problem-Solving & Adaptability
- Proficiency in Microsoft Office
Timeline
Wealth Associate
Spectrum Wealth Management
06.2025 - Current
Associate Financial Advisor
PROFi - The Professional Financial Company
12.2023 - 06.2025
Volunteer
Primary Children's Hospital
11.2023 - 02.2025
Bachelor of Science - Finance: Personal Financial Planning
Utah Valley University