Alex Williamson
Helping RIAs develop and maintain a backup plan they can depend on.
- Role
- Ria Insurance Specialist at Box Professional Insurance
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Alex Williamson
I specialize working with financial institutions — primarily RIAs — to uncover and fix…
Experience
Ria Insurance Specialist
Jan 2022 — Present · Portland, OR, US
Empowering RIAs with tailored solutions to achieve clarity, confidence, and control over their insurance programs. Through specialized guidance and our comprehensive RIAview Risk Report, we simplify complexities, mitigate risks, and provide peace of mind, so advisors can focus on growing their businesses with assurance.
Education
Portland Community College
Associate of Science (A.S.), Communication, General
2008 — 2009
Skills
- Leadership Development
- Strategic Planning
- Leadership
- Email Marketing
- Manage Client Relationships
- Sales
- Business Development
- Team Building
- Recruiting
- Marketing Strategy
- Lead Generation
- Social Media
- Advertising
- Team Leadership
- Financial Analysis
- Client Relations Skills
- Sales Management
- Public Speaking
- Direct Marketing
- Social Networking
- Customer Service
- Social Media Marketing
- Marketing
- Training
- Insurance
- New Business Development
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