Alix Rourke

Account Manager | Team Leader

Alix Rourke

Account Manager | Team Leader

Alix Rourke_Account Manager_2

Roles & Responsibilities: In her role as an Account Manager on Team Cornwell, Alix is responsible for  managing the underwriting process, running investment proposals & reviews, and assisting clients with specific requests, questions and needs.

In her role as Team Leader, Alix helps manage policies and procedures within the Wealth Strategies practice group and serves as a resource for other team members.

Alix joined Cambridge as an intern in 2007, and completed three successful internships before assuming the role of Account Manager on Team Cornwell in 2010.

CCG Team Member Since: 2007

Education and Certifications:

  • University of Michigan, Bachelor of Arts in Economics
  • FINRA Series 7 and 66 Registrations
  • Licensed Life, Accident and Health Insurance Agent-MI

CCG Committee Involvements:

  • Member, CWS Investment Committee
  • Member, CCG Development & Engagement Committee
  • Member, CCG Charity of Choice Committee

Personal Interests: Alix enjoys cooking, traveling, hiking and  spending time with her husband, friends, family, and spoiling her dog, Ogie.

Contact:
arourke@cambridge-cg.com