Alex Greenbaum

Alex Greenbaum

Investment Specialist

Alex works as an institutional investment specialist covering multiple states. His role is to meet with clients, figure out desired cash flows and implement a portfolio that’s tailored specific to each entity. He is familiar with the sate statutes in every state he works in and is careful to make sure each portfolio follows them. Alex graduated from Washington State University with a bachelor’s degree in social sciences. Go Cougs!

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