As Vice President, Client Service at NewEdge, Alexis brings over 10 years of experience in the finance industry, holding both Series 7 and 66 licenses. After graduating from Golden Gate University, she served as a Senior Preferred Banker at First Republic Bank, where she honed her skills in providing personalized financial services to high net worth clients.
Currently based in San Francisco, CA, Alexis is dedicated to building strong relationships, managing portfolios, and offering insightful financial advice while staying current on industry trends. Outside of work, she enjoys playing basketball and exploring international destinations.