Commonwealth Financial Group
Alec Whalen is an experienced professional with a solid background in project management, business design, and operations. Currently serving as the Strategic Project Manager at Commonwealth Financial Group since June 2019, Alec has also held roles including Business Design Analyst and Marketing & Case Design Intern within the same organization. As of January 2024, Alec serves as the Director of Operations at Rally 2 Give Foundation. Previous experience includes serving as Treasurer for Kappa Sigma Fraternity from January 2019 to January 2020 and working as a Project Supervisor at JackofTrades from March 2015 to August 2018. Alec holds a Bachelor's degree in Finance from Sacred Heart University and completed a program at General Assembly in early 2021. Additionally, Alec attended Bridgton Academy.
Commonwealth Financial Group
Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence. Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence. Listen: Understand your financial goals, concerns and dreams. Gather: Collect and review your tax, insurance, investment, legal, and bank documents. Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner. Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you. Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.