Profil
Mr. Alejandro Segovia is a Investments & Billing Specialist at Mission Wealth Management LP.
His primary responsibilities include conducting investment research to help identify promising opportunities, executing trades to optimize portfolio performance, and analyzing portfolio data.
He joined Mission Wealth after working as an Operations Associate for Beacon Pointe Advisors.
He also is currently serving in the U.S.
Army Reserves as a First Lieutenant.
He received a Bachelors of Business Management from the University of Arizona.
Postes actifs de Alejandro Segovia
| Sociétés | Poste | Début |
|---|---|---|
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Analyst-Equity | 01/04/2021 |
Anciens postes connus de Alejandro Segovia
| Sociétés | Poste | Fin |
|---|---|---|
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Corporate Officer/Principal | - |
Formation de Alejandro Segovia
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Arizona
University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance MWM is a long-term investor who offers customized, globally diversified, tax-efficient portfolios that aims to maximize risk-adjusted returns. The firm primarily invests in ETFs, mutual funds, institutional funds and individual securities and utilizes a demographic research provided by external third-party sources. | Finance |
Beacon Pointe Advisors LLC
Beacon Pointe Advisors LLC Investment ManagersFinance Beacon Pointe's investment solutions are customized to each client and include active, passive, alternative and socially responsible strategies on an open architecture platform. | Finance |
















