Alex Williamson
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Alex Williamson Email & Phone Number

RIA and Financial Institutions Risk Advisor at USI Insurance Services
Location: Portland, Oregon, United States 9 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Role
RIA and Financial Institutions Risk Advisor
Location
Portland, Oregon, United States
Company size

Who is Alex Williamson? Overview

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Quick answer

Alex Williamson is listed as RIA and Financial Institutions Risk Advisor at USI Insurance Services, a with 10381 employees, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for Alex Williamson.

Alex Williamson previously worked as RIA Insurance Specialist at Box Professional Insurance and RIA Insurance Specialist at Golsan Scruggs Ria. Alex Williamson studied at Portland State University.

Company email context

Email format at USI Insurance Services

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USI Insurance Services

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Profile bio

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.

Listed skills include Sales, Customer Service, Marketing, Public Speaking, and 22 others.

Current workplace

Alex Williamson's current company

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USI Insurance Services
Usi Insurance Services
RIA and Financial Institutions Risk Advisor
Portland, OR, US
Website
Employees
10381
AeroLeads page
9 roles

Alex Williamson work experience

A career timeline built from the work history available for this profile.

Ria Insurance Specialist

Portland, Oregon, United States

Serving Investment Managers and Advisors with our Fiduciary Risk Report to ensure they are properly covered.

Apr 2020 - Jan 2022

Founder & Ceo

Portland

Helping great brands leave lasting impressions through mobile advertising.

Apr 2017 - Apr 2020

Account Manager

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

Dec 2015 - Apr 2017

Financial Representative

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.

Feb 2014 - Jun 2015

Sales Associate

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.

Dec 2011 - Jun 2013

Branch Manager

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.

Feb 2011 - Nov 2011

Sales

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.

Jun 2007 - Nov 2007
Team & coworkers

Colleagues at USI Insurance Services

Other employees you can reach at usi.com. View company contacts for 10381 employees →

3 education records

Alex Williamson education

Education record

Lake Oswego High School
FAQ

Frequently asked questions about Alex Williamson

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What company does Alex Williamson work for?

Alex Williamson works for USI Insurance Services.

What is Alex Williamson's role at USI Insurance Services?

Alex Williamson is listed as RIA and Financial Institutions Risk Advisor at USI Insurance Services.

Where is Alex Williamson based?

Alex Williamson is based in Portland, Oregon, United States while working with USI Insurance Services.

What companies has Alex Williamson worked for?

Alex Williamson has worked for Usi Insurance Services, Box Professional Insurance, Golsan Scruggs Ria, Gilmer Avenue Media, and Rolling Adz Llc.

Who are Alex Williamson's colleagues at USI Insurance Services?

Alex Williamson's colleagues at USI Insurance Services include Keith Bucholz, Angie Chanel, Matthew Perry Cic, Aai, Christopher Monroe, and Kathryn Mcnulty.

How can I contact Alex Williamson?

You can use AeroLeads to view verified contact signals for Alex Williamson at USI Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Alex Williamson attend?

Alex Williamson studied at Portland State University.

What skills is Alex Williamson known for?

Alex Williamson is listed with skills including Sales, Customer Service, Marketing, Public Speaking, Leadership, Team Building, Strategic Planning, and Recruiting.

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