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Alex Bean, MBA® - Email & Phone Number

Client Advisor at Crestwood Advisors

Alex Bean, MBA® is based out of Darien, Connecticut, United States and works at Crestwood Advisors as Client Advisor.

Alex Bean, MBA®'s Contact Information

Latest update
May 8, 2024
Location
Darien, Connecticut, United States

Alex Bean, MBA®'s Work History

Client Advisor
Crestwood Advisors
Mar 2024 - Present
VP, Financial Consultant
Charles Schwab
May 2022 - Mar 2024
Planning Consultant
Fidelity Investments
Feb 2021 - May 2022
Financial Representative
Fidelity Investments
Mar 2019 - Feb 2021

Alex Bean, MBA®'s Education

Master of Business Administration - MBA
2018 - May 2021
Bachelor of Arts (B.A.)
2007 - 2011
High School Diploma
Sep 1994 - Jun 2007

Alex Bean, MBA®'s Skills

Financial Planning
Customer Relationship Management (CRM)
Sales
Communication
Leadership
Salesforce.com

Alex's current employer

Crestwood Advisors logo

Crestwood Advisors

Description
HQ Location
Boston, MA, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Alex Bean, MBA®

What company is Alex Bean, MBA® working for?
Alex Bean, MBA® works for Crestwood Advisors.
What is Alex Bean, MBA®'s function at Crestwood Advisors?
Alex Bean, MBA® is Client Advisor at Crestwood Advisors.
Where is Alex Bean, MBA® based?
Alex Bean, MBA® is based out of Darien, Connecticut, United States.
Who are Alex Bean, MBA®'s co-workers?
Alex Bean, MBA®'s colleagues are Michael Eckton, John Morris, Martha Hess, Sarah Kanwal, Susan Brewer, Margaret Dacey, Peter Malone, Julie Praline, Lou Albanese, Aaron Beltrami, William Spencer, Luke Neumann, Madeleine Jordan, Kayla Holland, Tiffany So, Roy Treible, Timothy Paradis, Thomas Garesche, Leah Sciabarrasi, Brigette Houghton, Alyson Nickse, Paige Earls, Kevin Behrendt, Leigh Hurd, Greg McSweeney, Ryan Kenny, Charles Tricomi, Thomas Mooney, John Ingram, Joseph Bruno.
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Alex's co-workers

Michael Eckton avatar
Michael Eckton
CEO & Managing Partner
John Morris avatar
John Morris
Co-Founder & Managing Partner
Martha Hess avatar
Martha Hess
Vice President of Finance
Sarah Kanwal avatar
Sarah Kanwal
Director, Equity Analyst
Susan Brewer avatar
Susan Brewer
Managing Director
Margaret Dacey avatar
Margaret Dacey
Director, Operations & Compliance
Peter Malone avatar
Peter Malone
Director, Portfolio Manager
Julie Praline avatar
Julie Praline
Director, Equity Analyst
Lou Albanese avatar
Lou Albanese
Managing Director, Portfolio Manager
Aaron Beltrami avatar
Aaron Beltrami
Partner
William Spencer avatar
William Spencer
Wealth Planner
Luke Neumann avatar
Luke Neumann
Wealth Planner
Madeleine Jordan avatar
Madeleine Jordan
Office Manager
Kayla Holland avatar
Kayla Holland
Client Advisor
Tiffany So avatar
Tiffany So
Client Advisor
Roy Treible avatar
Roy Treible
Chief Operating Officer/Chief Compliance Officer
Timothy Paradis avatar
Timothy Paradis
Wealth Manager
Thomas Garesche avatar
Thomas Garesche
Operations Specialist
Leah Sciabarrasi avatar
Leah Sciabarrasi
Managing Partner
Brigette Houghton avatar
Brigette Houghton
Office Manager
Alyson Nickse avatar
Alyson Nickse
Partner
Paige Earls avatar
Paige Earls
Wealth Planner
Kevin Behrendt avatar
Kevin Behrendt
Securities Trader
Leigh Hurd avatar
Leigh Hurd
Partner
Greg McSweeney avatar
Greg McSweeney
Portfolio Manager
Ryan Kenny avatar
Ryan Kenny
Portfolio Manager
Charles Tricomi avatar
Charles Tricomi
Portfolio Manager
Thomas Mooney avatar
Thomas Mooney
Client Service Associate
John Ingram avatar
John Ingram
Chief Investment Officer
Joseph Bruno avatar
Joseph Bruno
Client Service Associate
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