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Alex Healy
USF PFP/Mu Nu Upsilon
Student/President
Alex is a current Personal Financial Planning Major at USF and ambassador of the program. Additionally, Alex serves as the President of Mu Nu Upsilon, a Professional Co-ed Business Fraternity focused on developing careers in Financial Services. Mu Nu Upsilon hosts guest speakers, workshops, financial planning case competitions, career fairs, and more! Mu Nu Upsilon was founded at USF with a sister chpater at UNT.
| Service | Description Of Service |
|---|---|
| Leadership |
Alex is a student of USF currently pursuing a degree in Personal Financial Planning. Alex serves as the President of Mu Nu Upsilon, USF’s professional fraternity for students in financial planning and financial services, where he leads initiatives to grow the program and connect students with industry professionals. Alex also works as the Director of Financial Planning for the Investment Club at USF, helping guide members through real-world case studies and mock client presentations.
Alex's professional experience includes two internships in wealth management. Alex bas supported both the sales support and wealth management teams at J.W. Cole, gaining hands-on experience with platforms like Redtail, MoneyGuide, Wealthscape, and more. Recently, Alex had the opportunity to work with Blue Trust as a Financial Planning Intern, continuing to expand his understanding of holistic financial advice, client planning strategies, and industry softwares like Salesforce, Holistplan, Orion, and E Money.