Alex Ellwanger

781-400-1364

Responsible for contributing to the development and production of comprehensive client reporting and data source maintenance.

Bryant University Class of 2017 (Triple Concentration in Finance, Economics, and Applied Analytics)

When not working I am an active athlete and have a passion for tennis, swimming, and calisthenics.

CVS Health: Corporate Financial Planning & Analysis — Fall 2019 – February 2021
- Worked as a Financial Analyst covering the Retail & Pharmacy segment in the United States. Provided senior management and field leaders with various reporting and analysis to help drive strategic decision making
Merrill Lynch Pierce Fenner & Smith: Wealth Management –- Fall 2017 – Spring 2019
- Worked as a Wealth Advisor in Merrill Lynch’s development program. Responsible for sourcing and onboarding new high net worth business.
- Built complex financial plans and investment proposals for prospects and clients
Brown Brothers Harriman: Custody Banking –- Summer 2016
- Summer Analyst/Intern supporting the Global Business Integration team. Assisted in the planning surrounding new fund launches and fund conversions from other custodian banks
- Worked to identify ways of improving resource allocation and organization for projects based on a wide variety of factors.

Who We Are