Alex Altman

Alexandra Altman is a highly dedicated and detail-oriented Private Client Account Executive who plays a key role in supporting both administrative functions and client service operations. Known for her strong work ethic and commitment to excellence, Alex serves as a reliable point of contact for internal teams and external partners alike.

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In her role, Alex works closely with the support team to manage essential day-to-day tasks, ensuring that operations remain organized and efficient. She handles a wide variety of administrative responsibilities with precision and enthusiasm. Additionally, she has developed expertise in resolving complex billing issues—navigating systems and collaborating with finance teams to ensure accuracy and timely resolution. Her ability to anticipate needs, communicate clearly, and juggle multiple priorities makes her an invaluable asset to the organization.

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With a natural dedication to continuous improvement, Alex consistently seeks out ways to enhance processes and support team success. Her professionalism, positivity, and can-do attitude have earned her the trust and respect of colleagues at all levels.

Alex is currently pursuing the Chartered Private Risk and Insurance Advisor (CPRIA) designation through the Private Risk Management Association (PRMA), further demonstrating her commitment to professional growth and specialized knowledge in the high-net-worth space.