Location Miami Beach, Florida, United States Regions Greater Miami Area, East Coast, Southern US Gender Male
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Alan previously was the CEO of Capital Guardian, LLC and Capital Guardian Wealth Management, a full services broker-dealer and registered advisory firm headquartered in Charlotte, NC. Before joining Capital Guardian in 2003, Alan worked for First Union Capital Markets / Wachovia Securities in investment banking from 1998-2003. Prior to First
Union / Wachovia, Alan was employed in public accounting for approximate five years specializing in consulting and audits of SEC regulated entities and bank clients. Alan is a CPA and is a Chartered Financial Analyst. He Joined Odyssey in January 2015.
