Alex earned degrees in Economics and Finance from the University of Colorado at Boulder. He started his professional career working at Charles Schwab in equity compensation where he administered stock option plans for publicly traded companies with Schwab Corporate Services. Next, Alex moved to a trading desk for Schwab Institutional where he traded securities (equities, fixed income, options) for institutional clients. Alex holds a number of FINRA licences including the Series 7, Series 63, and Series 66. He is currently sitting for the Certified Financial Planner (CFP) designation.