Alex Timmermann

Portfolio Manager, Moneta

St Louis, Missouri, United States

About

6 years financial experience including portfolio management, trading, and financial operations. CFA Level 1 candidate MS Finance 2023 Licensed Series 7 (inactive), 66

Experience

  • Moneta (Full-time · 4 yrs 4 mos)
    • Portfolio Manager
      Sep 2024 - Present · 1 yr 11 mos

    • Associate Portfolio Manager
      Apr 2022 - Sep 2024 · 2 yrs 6 mos

  • Senior Operations Analyst at NISA Investment Advisors, LLC
    Jan 2020 - Apr 2022 · 2 yrs 4 mos

  • Edward Jones (2 yrs 10 mos)
    • Client Transition Specialist
      Mar 2019 - Jan 2020 · 11 mos

    • Service Specialist: Advisory Solutions
      Apr 2017 - Mar 2019 · 2 yrs

  • Head Lifeguard at Southeast Missouri State University Recreation Center
    Aug 2013 - Dec 2016 · 3 yrs 5 mos

    Perform basic lifeguard duties including life saving. Head of Customer Service. Stand in Manager on weekends. Delegate lifeguard tasks. CPR/First Aid/Lifeguard certified through American Red Cross.

  • Financial Advisor Intern at Edward Jones
    May 2016 - Aug 2016 · 4 mos