Alexandra L. Koch
Client Service Associate – RegisteredAlexandra is a Client Service Associate in Cary Street Partners’ Charlotte office where she supports Financial Advisors and their clients. She is responsible for administrative duties and assists in all areas of client service including opening new accounts, movement of funds, and account maintenance. Alexandra has several years of industry and customer service experience.
Experience:
- Vanguard, Investment Services Team Lead
- Fidelity Investments, Intern
- Walt Disney Company, Customer Service Representative
Education/Certifications:
- Ohio University, BBA, Business Administration
- Securities Industry Essentials (SIE) license
- Series 7, 63 licenses