Alex Ireta, CFP®, is the Chief Operating Officer at SWBC, where they oversee the firm's policies, compliance infrastructure, and operational management. Previously, Alex served as Director of Compliance & Firm Operations and Strategic Services Executive at SWBC Investment Services and PAX Financial, respectively, optimizing service levels and ensuring regulatory adherence. Alex holds an Associate's degree in Accounting from St Philip's College and a Bachelor's degree in Accounting from The University of Texas at San Antonio, along with a Financial Planning Certification from Bryant University.
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