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Alexander Perdue

Summer Analyst Program Leadership

Work history

  • Dynasty Financial Partners

    Summer Analyst Program LeadershipCurrent (over 1 year)
  • Dynasty Financial Partners

    Senior Associate, oCFOCurrent (almost 2 years)
  • Baird

    Assistant Vice PresidentJan 2023 - Jun 2023 (5 months)
  • Baird

    Financial AnalystApr 2020 - Jan 2023 (almost 3 years)
  • EY

    Tax AssociateJul 2019 - Mar 2020 (8 months)
  • EY

    Tax InternJun 2018 - Aug 2018 (2 months)
  • Facilities Management Services

    Finance InternJun 2017 - Aug 2017 (2 months)
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Contact Information

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LocationUnited States, Saint Petersburg, Florida

Organization

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Dynasty Financial Partnersfinancial services · 180 employees · Saint Petersburg, United States

Description

Dynasty Financial Partners allows financial advisors to maximize full independence and provide personalized wealth management advice.

Company phone+12123731000

Company websitedynastyfinancialpartners.com

LocationSaint Petersburg, Florida, United States, 200 Central Ave

Industryfinancial services

Employees180

Founded at2010

Exchangenasdaq

SymbolDSTY

Annual revenue69.3M

Twittertwitter.com/dynastyfp

LinkedInlinkedin.com/company/dynasty-financial-partners

Facebookfacebook.com/DynastyFP/

Technologies
AI
Amazon AWS
Android
Apache
CrazyEgg
DoubleClick Floodlight
Facebook Custom Audiences
Facebook Login (Connect)
Facebook Widget
GoDaddy Hosting
Google Analytics
Google Tag Manager
Hotjar
Hubspot
Linkedin Marketing Solutions
Microsoft Office 365
Mobile Friendly
New Relic
Nginx
Outlook
Pantheon
Pardot
Remote
Salesforce
The Trade Desk
Varnish
Vimeo
WordPress.org
Zendesk
Keywords
core services
investment platform
transition services
financing
technology
m
a
tamp
capital markets
investment banking
marketing
compliance
practice management
business design
consulting
ria registration & licensing

Employee trends

This chart shows the total number of employees over time.

8.0%
6 Month Growth
16.5%
1 Year Growth
37.3%
2 Year Growth
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