Experience

Alpha Capital Management Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner- Retirement Plan Advisor

  • Apr 2021 - Present

  The Alpha Advantage At Alpha Capital, we know every situation is unique — every person, every family, every company. That’s why we’ve built a team with more than 60+ years of collective experience in the qualified retirement space (401k, 403b etc.) that will work diligently to find the right solutions for you. As 401k advisors, we work with businesses to help design and implement retirement plans that meet the needs of both the company and its employees. We provide guidance on vendor selection, investment options, employee education, price negotiation and fiduciary oversight. We take a personalized approach with each client, taking the time to understand their unique situation and goals. We believe that education is key to helping employees make informed decisions about their retirement savings and work to provide resources and support to help them succeed. Over the years, Alpha Capital has built a reputation as a trusted advisor who puts our clients' needs first. We are known for our deep knowledge of the 401k industry, attention to detail, and commitment to providing exceptional service. Show less


Legg Mason
• United States
• Vice President, Regional Retirement Director

  • Jul 2017 - Aug 2020


AB

• Security and Investigations

• Institutional Retirement Specialist (Pacific Northwest)

  • Feb 2015 - Jul 2017

• Internal Wholesaler

  • Sep 2013 - Feb 2015



Vanguard

• United Arab Emirates
• IT Services and IT Consulting

• Institutional Investor Group

  • Oct 2011 - Feb 2013

• Vanguard Accelerated Development Program

  • Jul 2010 - Oct 2011

• Brokerage Associate

  • Jun 2008 - Jul 2010