Strategic Retirement Solutions Analyst - Strategic Retirement Solutions
Alex joined Commonwealth in August 2017 and now works as a strategic retirement solutions analyst. In this role, he acts as the department’s data scientist, supporting all data-driven projects to improve processes and analyze Commonwealth’s retirement plan business. In addition, he assists the team with optimizing operational procedures, develops process automation department-wide, and serves as a resource for our advisors and recordkeeper partners. Alex earned a bachelor’s degree in mathematics from Colgate University, where he also played on the varsity rugby team. He holds his FINRA Series 7 and 66 securities registrations, along with NAPA's Certified Plan Fiduciary Advisor (CPFA®) designation. In his free time, Alex enjoys playing soccer, hockey, and tennis, as well as watching the Boston Bruins, snowboarding, and listening to classic rock.