Alex Williamson

Alex Williamson Email and Phone Number

Helping RIAs develop and maintain a backup plan they can depend on. @ Box Professional Insurance
Alex Williamson's Location
Portland, Oregon, United States, United States
About Alex Williamson

As Senior Relationship Manager at Box Professional Insurance, I focus on helping Registered Investment Advisors (RIAs) protect their firms with comprehensive risk management and tailored insurance solutions. With five years of experience in the industry, I work closely with RIAs to ensure they have the right coverage to safeguard their business against regulatory, cybersecurity, and operational risks.Through our proprietary RIAview Risk Report, I assist clients in identifying and addressing gaps in their insurance coverage, providing them with peace of mind and confidence in their protection.

Alex Williamson's Current Company Details
Box Professional Insurance

Box Professional Insurance

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Helping RIAs develop and maintain a backup plan they can depend on.
Alex Williamson Work Experience Details
  • Box Professional Insurance
    Ria Insurance Specialist
    Box Professional Insurance Jan 2022 - Present
    Portland, Oregon, United States
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  • Golsan Scruggs Ria
    Ria Insurance Specialist
    Golsan Scruggs Ria Apr 2020 - Jan 2022
    Portland, Oregon, United States
    Serving Investment Managers and Advisors with our Fiduciary Risk Report to ensure they are properly covered.
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  • Gilmer Avenue Media
    Founder & Ceo
    Gilmer Avenue Media Apr 2017 - Apr 2020
    Portland
    Helping great brands leave lasting impressions through mobile advertising.
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  • Rolling Adz Llc
    Account Manager
    Rolling Adz Llc Dec 2015 - Apr 2017
    Portland, Oregon Area
    During my tenure with Rolling Adz, IAcquired 20+ clients and generated over $1M in salesDeveloped and secured business relationships with brands and agenciesManaged Accounts and client relationsExecuted on tight production deadlines and negotiated material cost, shipping, and installationWorked with creative team to design, resize, and get artwork ready for print
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  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Feb 2014 - Jun 2015
    Lake Oswego, Oregon
    As a Representative with the Northwestern Mutual Financial Network, Alex Williamson worked with clients to identify their financial needs and helped them focus solutions that help make their goals a reality. Alex relied not only on his own knowledge and experience, but also calls on the expertise of a team of specialists available through the Network.
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  • Building Champions
    Sales Associate
    Building Champions Dec 2011 - Jun 2013
    I worked with business professionals to determine their strengths, weaknesses, and challenges in their particular workplace. After gaining understanding, I connected them with one of our coaches that would fit their needs best. I conveyed our coaching solutions and how they made sense given the clients needs and wants. In addition to the coaching process and instigation, I sold and consulted on assessments. We measured behavior, communication, sales ability/hindrances, strengths, and many other facets that go into a successful employee.
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  • Student Painters.Net
    Branch Manager
    Student Painters.Net Feb 2011 - Nov 2011
    I marketed, sold, and scheduled all my own work.I interviewed, recruited and hired all my own employees.And I managed those employees to do about 20 house painting projects during my summer break.
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  • Tonkin Family Of Dealerships
    Sales
    Tonkin Family Of Dealerships Jun 2007 - Nov 2007
    Greeted clients and prospects as they came into the dealership. Actively pursued relationships and connections with prospects to make them feel comfortable and open. Built value, handled objections, negotiated price, and closed the deal.
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Alex Williamson Skills

Sales Customer Service Marketing Public Speaking Leadership Team Building Strategic Planning Recruiting Social Networking Social Media Team Leadership Advertising Sales Management Leadership Development Social Media Marketing Training Marketing Strategy Lead Generation Insurance New Business Development Email Marketing Direct Marketing Manage Client Relationships Client Relations Skills Financial Analysis Business Development

Alex Williamson Education Details

Frequently Asked Questions about Alex Williamson

What company does Alex Williamson work for?

Alex Williamson works for Box Professional Insurance

What is Alex Williamson's role at the current company?

Alex Williamson's current role is Helping RIAs develop and maintain a backup plan they can depend on..

What schools did Alex Williamson attend?

Alex Williamson attended Portland State University, Portland Community College, Lake Oswego High School.

What are some of Alex Williamson's interests?

Alex Williamson has interest in Children, Economic Empowerment, Education, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Arts And Culture, Health.

What skills is Alex Williamson known for?

Alex Williamson has skills like Sales, Customer Service, Marketing, Public Speaking, Leadership, Team Building, Strategic Planning, Recruiting, Social Networking, Social Media, Team Leadership, Advertising.

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