Alex Winks
About Alex Winks
Alex Winks President and Chief Financial Officer
Alex Winks currently holds the dual titles of President and Chief Financial Officer. With over 17 years of experience in financial management, particularly within the broker/dealer, registered investment advisor (RIA), and private equity/venture capital (PE/VC) sectors, Alex Winks leads with extensive industry knowledge. His expertise encompasses the preparation and analysis of financial statements, securities valuation, performance analysis, and regulatory reporting. He holds multiple FINRA licenses which complement his extensive skill set in financial operations and investor relations.
Alex Winks Education
Alex Winks holds a Bachelor of Science in Business Administration from the College of Charleston, which provided a foundational understanding of business principles and practices. He further advanced his education with an MBA from Virginia Commonwealth University, acquiring deeper insights into business management and strategy. His academic background underpins his professional expertise in financial and operations management.
Alex Winks Professional Background
Alex Winks boasts a robust professional background with significant roles in prestigious firms such as JP Morgan Chase, Advanced Equities, and Wachovia Securities. Throughout his career, he has consistently taken on increasing responsibilities, building a solid track record in financial and operations management. His roles across these firms have granted him substantial skills in securities valuation, performance analysis, and investor relations.
Alex Winks Financial Management Expertise
Alex Winks is an expert in financial statements preparation and analysis, securities valuation, accounting, and operations management. Additionally, he has extensive experience in regulatory reporting and investor relations. His competencies are validated by his FINRA Series 7, 24, 27, and 66 licenses, which highlight his capability to handle complex financial scenarios and regulatory environments. Throughout his career, Alex has demonstrated a keen ability to streamline operations and enhance financial performance.