Alex Haynes is an experienced professional in the financial services industry, currently serving as the Lead Client Service Specialist and previously as an Associate Business Analyst at Apex Fintech Solutions since June 2023. Prior experience includes working as a Planner Assistant at Strategic Wealth Partners from June 2021 to June 2023, where responsibilities involved supporting financial advisors with various operational tasks. Alex also contributed as a Practice Manager at Compass Financial Resources from November 2020 to May 2021, assisting in client reviews and developing allocation models. Earlier experience includes a Sales Intern position at Sandhills Global, where skills in active listening and customer relationship management were honed. Alex holds a Bachelor of Science in Business Administration with a concentration in Finance from Nebraska College of Business, graduated in 2021.
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