Alexander Plumb

Alexander Plumb has a diverse background in client services and sales, with experience gained from various roles in financial institutions and retail. Notable positions include serving as a Client Services Associate at Morgan Stanley and a Client Service Administrator at Kaizen Financial Advisors, LLC. Alexander also held roles as a Sales Development Representative and intern at PitchBook Data, alongside experience as a Wealth Management Intern at Morgan Stanley and a Sales Associate at Pottery Barn. Alexander Plumb earned a degree from the University of Washington between 2015 and 2019, following graduation from Lake Washington High School, where education was completed from 2011 to 2015.