Alex Friedman
About Alex Friedman
Alex Friedman serves as the Principal of Business Development at Periscope Equity, where he has worked since 2019. He holds a BBA in Finance, Investment & Banking from the Wisconsin School of Business, and has extensive experience in financial services, including previous roles at PNC, Invesco Ltd., and Wells Fargo Advisors.
Current Role at Periscope Equity
Alex Friedman serves as Principal in Business Development at Periscope Equity, a position he has held since 2019. In this role, he focuses on identifying and pursuing new business opportunities, contributing to the firm's growth strategy. His experience in business development is complemented by his previous role at Periscope Equity as Vice President in the same department, where he worked from 2018 to 2019.
Education and Expertise
Alex Friedman earned a Bachelor of Business Administration (BBA) degree with a focus on Finance, Investment & Banking from the Wisconsin School of Business. He studied there from 2004 to 2008. This educational background provides him with a solid foundation in financial principles and investment strategies, which he applies in his professional roles.
Previous Experience in Financial Services
Prior to his current position, Alex Friedman accumulated extensive experience in the financial services sector. He worked at PNC as Assistant Vice President - Associate Relationship Manager from 2013 to 2015. Before that, he was an Analyst at Invesco Ltd. from 2010 to 2013. His career also includes a role as Financial Consultant at Wells Fargo Advisors from 2008 to 2010, where he developed client relationships and provided financial advice.
Career Progression
Alex Friedman's career reflects a steady progression in the financial industry. After starting as a Financial Consultant at Wells Fargo Advisors, he transitioned to an Analyst role at Invesco Ltd. He then moved to PNC, where he served as Assistant Vice President. Following that, he held the position of Vice President - Originations at Gibraltar Business Capital before returning to Periscope Equity as Vice President and later advancing to Principal.