Alan D. Fitch, Jr.
Financial Services Professional
Summary
With over 20 years of diverse experience in the financial services industry, Alan has broad experience which includes serving as an investment advisor, a product manager, a quality service analyst and competitive intelligence manager. He has experience in various segments of the financial services industry, including asset management, mutual funds, banking and in various channels, including online and retail.
Alan received his MBA from the Leavey School of Business at Santa Clara University and graduated from Whitman College with a degree in Political Science. He has also earned a Series 7 and 63 license as well as a real estate broker's license.
In his spare time, Alan enjoys cycling, reading and spending time with his wife and two daughters.