Alex L. possesses extensive experience in the financial services industry, currently serving as Vice President/Investments and Assistant Branch Manager at Stifel Financial Corp. since February 2022. Prior to this role, Alex held various positions at Morgan Stanley from June 2008 to February 2022, including Associate Vice President, Financial Advisor, and Regional Training Officer, while obtaining FINRA Series 7 and Series 66 certifications in late 2009. Earlier career experiences include roles as Client Service Associate at Macy’s and Senior Safety Consultant at Bloomingdale’s, where Alex began as a Loss Prevention Officer. Alex earned a Bachelor of Science degree in Accounting from William Paterson University of New Jersey, graduating in 2003.
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