Alex McLeod

Associate - Financial Institutions Group at Dimensional Fund Advisors

Alex McLeod is an experienced finance professional currently serving as an Associate in Client Reporting at Dimensional Fund Advisors since April 2021. Previously, Alex held the position of Distribution Consultant at Wells Fargo, where responsibilities included managing a high volume of inbound calls and providing financial consultations related to employer-sponsored retirement plans. Prior experience includes an internship at LePhew Financial Services, assisting Financial Advisors with financial planning and analysis, as well as roles as a Cost Analyst and Data Analyst at Michelin. Additionally, Alex worked as a tutor at Winthrop University in Quantitative Methods and Managerial Accounting. Alex holds a Bachelor's degree in Financial Planning and Services from Winthrop University, completed in 2019.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices