Alexandria West

Alexandria West currently serves as a Client Coordinator at Morton Wealth, having also held the roles of Client Operations Administrator and Marketing & Administrative Assistant since October 2022. Prior experience includes a portfolio management internship at One Capital Management, LLC, where notable contributions involved creating a Bloomberg Terminal portfolio and obtaining a Bloomberg Market Concepts certificate. Alexandria also interned in marketing and platform roles at March Capital, necessitating data consolidation and CRM migration tasks. Earlier employment as a Sales Associate at Paper Source demonstrated skills in customer service and team training. Alexandria holds a Master of Business Administration in Finance from SMU Cox School of Business (2023-2025) and a Bachelor of Arts in Integrated Marketing Communication from Pepperdine University (2019-2022), along with a minor in Art History.