Book Directly with the Financial Professional
Originally from Long Island, New York, Alec graduated from The Ohio State University with a Bachelor of Science degree in Business Administration from The Fisher College of Business. While studying in the OSU business program, Alec spent his summers building experience in the financial service industry with internships at Morgan Stanley and other prominent alternative asset management firms. Post graduation, 5 years ago, Alec began his career as an Investment Advisor Representative at Transamerica Financial Advisors, where he focuses his efforts on meeting clients' long-term wealth management and insurance needs.
Alec believes it is crucial to meet with clients and understand both their short-term and long-term investment goals and objectives before providing any financial advice.
Education & Licensing: *B.S.B.A. from The Ohio State University with a specialization in Finance - Columbus, Ohio *Series 65 License - Investment Advisor Representative *Life, Accident & Health Insurance License