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Learning is a social activity most effectively accomplished with collaborative tools supported by interactive educational modules

  • Stage Concept Only
  • Industry Financial Services
  • Location New York City, NY, USA
  • Currency USD
  • Website

Company Summary

AlphaIntelX is a cross device technology platform promoting a community of learning and mentoring that is essential to a financial advisor’s career. The learning modules are interactive gaming techniques focused on Alternative Investments. The modules are built with a unique bias towards improving the content of discussions with investors and supported by a variety of social media tools particularly effective in educating younger advisors.


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    Cornelia L Kiley

    Led global distribution investment sales teams for Chase, Lend Lease Real Estate Investments and BofA; Member of Operating Committee of Chase Asset Management, Lend Lease REI and Columbia Management (BofA); Founding partner of Seix Investment Advisors, a $26B fixed income and credit hedge fund; held FINRA Series 7, 63 and 24 registrations. She earned a BA from Goucher College with Honors and an MA from the New School University, Milano School of

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    Connie S Parker
    Chief Operating Officer

    Connie had been the Chief Administrative Officer for JER Partners, a global private equity real estate firm where she built and oversaw the firm's gobal infrastructure. She was elected as the first woman to serve on the boards of Bankers Insurance Group and the Teddy Roosevelt Conservation Partnership. She has a BS from Trinity, Human Relations and MSOD from American University. She has spent her career assisting organizations in transition.

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    John Correia
    Head of My Expert & Financial Forum

    Lends his expertise to designing our hedge fund modules and is the expert behind My Expert and Commentator behind Financial Forum. He has started a hedge fund currently. Previously, he was a product specialist for Think Strategy Capital Management, an investment management firm specializing in alternative investments, fund of funds and managed accounts. John earned degrees at Boston College, an MBA from Columbia Business School and holds a CFA

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    Alvin I Davis
    Chief Financial Officer

    Alvin agreed to join AplhaIntelX as our CFO after advising us during our start up stage as a partner of Atlantic-State Partners, an advisory firm to start-up firms. As Chief Financial Officer for Chase Asset Management and Citibank's co-branded Sony credit card, he significantly improve profitability and revenue growth. At Chase, Alvin developed methods of understanding client and product profitability and led several large acquisitions.

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    Timothy M Beckman
    Product Architect

    Tim joined AlpaIntelX from Columbia University , Department of Economics , where he studies time series econometrics. While on sabbatical and before joining the Department of Computational Finance at Carnegie Mellon University, Tim has become our product architect. He has an undergraduate degree from Columbia .