Alex Mannis

Military Service:

• Rank: Sergeant

  Branch/Position: Army

  Period: November 2023 - present

  Occupation: Wheeled Vehicle Mechanic

  Security Clearance: None

  Duties Description:
  Responsible for supervising and performing maintenance and recovery operations on wheeled vehicles and associated items, as well as heavy-wheeled vehicles and select armored vehicles; Maintain wheeled vehicles, their associated trailers and material handling equipment systems; Inspecting, servicing, maintaining, repairing, replacement, adjusting and testing of wheeled vehicles and material handling equipment systems, subsystems and components; Service automotive electrical systems including wiring harness, and starting and charging systems; Perform wheeled vehicle recovery operations.

Work history:

• Job Title: Financial Planner

  Company: Prudential

  Period: January 2020 - January 2023

  Role Description:

  Managed a portfolio of 120 high-net-worth clients with over $45 million in total assets under management.

  Designed custom retirement, tax, and estate plans to match client financial goals.

  Increased client retention by 18% through quarterly portfolio reviews and proactive market updates.

  Recommended optimal asset allocations and security trades using Bloomberg Terminal and eMoney software.

  Grew the regional branch book of business by $8 million in new assets via client referrals and local financial literacy seminars.