• Alex Allen

    VP of Operations, Valley Group Wealth Management

    Branch Operations Coordinator, RJFS

With over 15 years in service-oriented roles, Alex specializes in all-things operations from office and staff management, event planning, marketing, process management, and enhancing the guest experience.

By focusing on improving the guest and user experience and how to make processes and systems more efficient, Alex has been able to utilize his degrees in communication and in organizational performance, leadership, and technology from SUNY Potsdam in Northern, NY. Prior to joining Valley Group Wealth Management, Alex served as the executive director of Indiana State University’s Career Center and a field marketing strategist with Chipotle Mexican Grill.

Outside of co-managing the practice, Alex enjoys participating in community-enhancing initiatives, being outdoors, trying out new restaurants, traveling, and spending time with family.