I’m interested in mentoring people from:

    Alexandra Bonner

    Norcross, Georgia

    Director of Private Client Services

    Ira Group

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Where I've Worked
    I

    Sep 2018 – Present

    Director of Private Client Services

    Ira Group
    D

    Oct 2015 – Sep 2018

    account manager

    Diversified Trust Company
    M

    Jan 2015 – Oct 2015

    Senior Client Service and Operations Associate

    Merrill Lynch
    M

    Aug 2013 – Jan 2015

    Mutual Fund Advisor

    Merill Lynch
    M

    Jun 2012 – Aug 2013

    Act as liaison

    Merrill Lynch
    Bank of America logo

    Jan 2007 – Jun 2012

    Senior Operations

    Bank of America
    Where I've Studied

    2017

    Financial Planning

    Univeristy of Georgia

    2012

    Bachelors, Finance and Economics

    Valdosta State University

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    Ira Group

    In the Media

    Social Media