Alex Shields, BFA™
- Manager, Client Service
With over 5 years of financial experience driving excellence in operations and client experience, Alex offers NorthRock clients confidentiality, professionalism, and expertise. In addition to delivering prompt client advice and continued satisfaction, Alex manages the synchrony and coordination of client communication, meeting preparation, cash flow and account management in the affluent client space. Alex approaches client service with a desire to best understand client’s values and aligning them to their short and long-term goals.