CLIENT OPERATIONS COORDINATOR

Alex is a Client Operations Coordinator whose responsibilities cross into every aspect of our client’s financial, business & legal lives. Responsibilities include gathering necessary information, tracking financial transactions, connecting with professionals & partners, and providing a superb experience for our clients.

Prior to joining Mosaic, Alex was a client associate at Merrill Lynch in Chicago. Alex is a native  Houstonian and moved back to Houston from Chicago with his girlfriend and two dogs. He graduated with a Bachelor’s Degree in Finance from the University of Houston in 2019. Alex has completed his CFP® coursework and is studying for the CFP® exam.

In his free time, Alex enjoys spending time outdoors, dancing and watching any soccer game he can catch.