Summary
Overview
Work History
Education
Websites
Timeline
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Alexis Rowe

San Diego,CA

Summary

To be hired as the Business Development Manager at CBRE.

Financial Advisor with 11 years of experience within Sales, Business Development, and Operations. Proven success in managing 300+ Individual Client accounts totaling over $535mm under management.

Overview

11
11
years of professional experience

Work History

Wealth Advisor/Business Development Team

AlphaCore Wealth Advisory
La Jolla, CA
09.2020 - 10.2022
  • Managed $535mm of client investment assets
  • Strategic analysis and budgeting of client investment account, alongside full financial plan to determine tailored approach
  • Built complete and comprehensive investment portfolios for high-net-worth individuals based around alternative investment strategies
  • Managed scheduling process for over 300 client quarterly review meetings via Outlook invite
  • Daily ZOOM Meetings presenting client portfolios, how to navigate Charles Schwabs internal portal for client accounts as well as the AlphaCore client interface
  • Business Development presentations to bring in new client accounts at West Coast Charles Schwab Offices
  • Traveled nationally to present to client prospects as well as current clients
  • Monthly Fund Management Meetings to keep abreast new product (over 20 different Fund offerings).

Senior Alternative Investment Consultant

Artivest Investments
La Jolla, CA
06.2018 - 09.2020
  • Successfully managed, maintained and curated custom alternative investment portfolios for ultra-high net worth individuals and families
  • Analyzed, discussed and budgeted investment portfolios to withstand market volatility and fit investment income needs
  • Assisted investors use of state-of-the-art financial technology software to complete electronic subscription documents, locate offering memorandums as well as tax documents to ease burden of investment process
  • 2019 Advisor to bring on most new client accounts within Private Client Group.

Alternative Investment Consultant

Altegris Investments
La Jolla, CA
06.2012 - 06.2018
  • Partnered with four Investment Advisors including the Private Client Group Director to create a seamless and pleasant onboarding investment process for over 400 client households
  • Served as knowledgeable financial advisor and alias between underlying investment fund firms and individual investor
  • Continuously provided unique approach to portfolio structure and client satisfaction
  • Countless investment meetings to present new opportunities and create new client relationships.

Strategic Relationships/ Operations Specialist

06.2011 - 06.2012
  • Strategic relationships expert encompassing all aspects of investment process from pre-investment to follow up sales with extreme professionalism
  • Assists Strategic Relationships Team maintain the stage of investment process by continually following up and acting as the middle person for Advisors/Investors and Altegris
  • Meticulous and first-class attention to detail in client data entry, spreadsheet compilation, and personal client information
  • Knowledgeable on Altegris Managers, Accreditation of investors, and requirements necessary to successfully and smoothly get all types of entities invested
  • Able to turn a frustrated customer phone call into a positive opportunity for a potential new sale
  • Director of monthly “Thank You Letters” sent out to all Private Client Group and Registered Investment Sales.

Education

Bachelor of Arts in Communication -

University of California San Diego
01.2010

Timeline

Wealth Advisor/Business Development Team

AlphaCore Wealth Advisory
09.2020 - 10.2022

Senior Alternative Investment Consultant

Artivest Investments
06.2018 - 09.2020

Alternative Investment Consultant

Altegris Investments
06.2012 - 06.2018

Strategic Relationships/ Operations Specialist

06.2011 - 06.2012

Bachelor of Arts in Communication -

University of California San Diego

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Alexis Rowe