Alexis Shaftel

Client Service Associate

“My favorite thing to do in every aspect of my life is to help others. By working at Shorepoint and being surrounded by like-minded coworkers, I can succeed in achieving this goal.”

Alexis joined Shorepoint Capital Partners as a Client Service Associate in 2022. Alexis is responsible for providing administrative and operational support for our firm. She works with our clients responding to their requests and inquiries, as well as assisting our senior team in meeting preparations.

Professional Experience and Education

Alexis has several years of experience working in the financial services industry, specifically working with automotive and home insurance and warranties. She also worked as a research assistant at her alma mater, Suffolk University.

Alexis is a recent graduate of Suffolk University’s MBA program and received her BSBA from Suffolk in Financial Wealth Management and Business Management. Additionally, Alexis studied Business Analytics and Entrepreneurship through Harvard Business School’s Online program.

Fun Facts

Alexis lives in Revere, MA and loves to run the beach daily. Her favorite hobby is plane spotting, and she aspires to work as a CFO for one of the major airlines.