![Lexi Houlihan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Alexis Houlihan is a Wealth Management Advisor at Godsey & Gibb, Inc. She joined the firm in 2017 as a Portfolio Manager before assisting our clients as an Financial Planning Advisor and now a Wealth Management Advisor.
Ms. Houlihan has previous financial services experience as a Financial Analyst at a regional investment advisory firm.
She majored in Finance at Virginia Tech, and completed the CFP Certification Education Track which involved completion of a wide range of finance-related courses at Virginia Tech, including tax planning, investment planning and retirement planning.
Ehemalige bekannte Positionen von Lexi Houlihan
| Unternehmen | Position | Ende |
|---|---|---|
Godsey & Gibb, Inc.
 Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | Portfolio Manager-Aktien | 01.01.2022 |
Ausbildung von Lexi Houlihan
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
12
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Godsey & Gibb, Inc.
Godsey & Gibb, Inc. Investment ManagersFinance Godsey & Gibb takes calculated risks that align with the client’s risk profile to help their investments grow. The firm focuses on a goal-oriented and risk-averse investment strategy using hand-selected companies and balanced portfolios managed in-house. | Finance |
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
