Alec Bogen
Portfolio Consultant, Assistant Vice President - Asset Management Services at Raymond James & Associates, Inc
Based in Tampa, United States
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Seniority
Other
Department
Other
Location
Tampa
Industry
Investment Banking
Company size
451
Contact information
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a•••••••@raymondjames.com
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Background
About Alec Bogen
I am a dedicated financial professional with Series 7, 66, and 24 as well as a Life, Health, and Variable Annuities credential. Currently, I work at Raymond James & Associates, collaborating with advisors across the South Atlantic in our Asset Management Services department as a Portfolio Consultant. My focus is on building strong relationships and delivering exceptional service. I recently completed my MBA from USF and previously completed my undergraduate bachelor's in finance from the University of Tampa. When I’m not working, I enjoy running along Tampa’s scenic Riverwalk, exploring the city’s attractions, staying active, and trying new restaurants.
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