Alex Greanias, RICP®, has extensive experience in the financial services industry, having worked at J.P. Morgan as a Private Client Investment Associate, where responsibilities included client service and support for financial planning. Currently serving as a Regional Annuity Specialist at Charles Schwab since May 2025 and as a Retirement Income Specialist at USAA since June 2023, Alex conducts comprehensive retirement planning for federal and military employees. Previous roles include a Financial Services Representative at T. Rowe Price, focusing on workplace retirement plans, and a Workplace Planning Associate at Fidelity Investments, where personalized investment solutions were developed for clients. Additionally, Alex has experience in sustainability initiatives from roles at the University of Colorado Colorado Springs and the City of Colorado Springs, showcasing a diverse background in both finance and environmental stewardship. Alex holds a Bachelor's Degree from the University of Colorado Colorado Springs, earned in 2018.
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