Allie Joas
Associate, Family Office Services
Joined RMB
June 2023
Education
BS in Business Administration, Economics and Business Intelligence & Analytics, Creighton University
Accreditations
Affiliations
- Freshman Leadership Program, Creighton University
- Pi Beta Phi Sorority
- Omicron Delta Epsilon, Honors Economic Society
Previous Experience
- Piper Sandler & Co., Corporate & Venture Services Analyst
- RBC Wealth Management, Business Risk Intern
Bio
As a Family Office Services Associate Alexandra aids clients in the account opening process, assists clients with money and share transfers, as well as answering any client inquiries and requests.
While at Piper Sandler, Alexandra was a member of the Corporate & Venture Services team, where she worked with their institutional buyback accounts, researched and prepared SPAC material, worked on Directed Share Programs and stock distributions, and aided clients with Rule 144 sales. Alexandra also engaged with client’s daily, working with them to establish client accounts, transfer shares and money, and assisted with client inquiries.
While at Creighton, Alexandra volunteered at various Boys and Girls Club’s around Omaha.