Profiel
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.
Actieve functies van Alejandro Segovia
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Eerdere bekende functies van Alejandro Segovia
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van Alejandro Segovia
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
















