Alexa has over eight years of dedicated client service experience, including six in the financial industry. Before joining CoastEdge, Alexa worked for Dunham & Associates Investment Council as a client service specialist, where she supported and serviced financial advisors and their end clients. Her responsibilities included account opening and maintenance, trading, and ensuring client success. Prior to DAIC, she was a Paraplanner for Pharaoh Financial Group in the San Francisco Bay Area, where she worked in tandem with a financial advisor, collecting and analyzing client data to create financial plans for clients.
Alexa holds a Bachelor of Arts in Media Studies from the University of California, Berkeley.