FAMILY OPERATIONS INTEGRATOR

As a Client Operations Analyst at Mosaic, Alex is the execution owner for a set of client families: the person responsible for making sure plans move forward in the right order, at the right time, and without things falling through the cracks. She maintains balance sheets and entity maps, tracks financial transactions across complex legal and financial structures, and coordinates with outside advisors so nothing gets lost between handoffs.

Alex holds a BBA in Finance with an emphasis in Economics from the University of Nevada, Reno, and earned her Certified Financial Planner (CFP®) designation through Rice University.

Outside the office, Alex enjoys working out, spending time with family and friends, and checking out new restaurants.