Savvy Ladies es una organización sin ánimo de lucro 501(c)(3) que ofrece educación financiera gratuita a todas las mujeres.

Voluntarias Savvy Ladies

Alexander Rotman CFP®

Biografía del voluntario

I am a CERTIFIED FINANCIAL PLANNER™ bringing advanced planning and analytics to helping client reach their goals. I have more than 20 years of experience as a financial professional. Before joining Morgan Stanley in 2009, I worked at Legg Mason and Deutsche Banc Alex Brown.

I earned my BS in finance from Towson University and then continued my education with an MBA from Loyola University.

I speak fluent Russian. In my free time, I enjoy running with Athletes Serving Athletes and spending time with my wife, son and daughter.

Áreas de especialización (especificadas por el voluntario)

Investing;Retirement;Wealth Management

es_MXSpanish