Brad Crawford

Onboarding Relationship Manager @Box Professional Insurance

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Onboarding Relationship Manager @Box Professional Insurance

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Portland, OR, US

As a 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 many years of experience in the Insurance and Financial Services 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.

EDUCATION

1990 — 1995

University of Nebraska-Lincoln

bachelors, English, Education

SKILLS

Property & Casualty InsuranceCross SellingFinancial ServicesBranch ManagementFinancial AnalysisCustomer ServiceCreditSalesResidential MortgagesCommercial LendingUnderwritingCredit CardsFinancial RiskCore BankingConsumer LendingCash ManagementCredit AnalysisLong-Term CareCommercial BankingRefinanceMortgage BankingTerm Life InsuranceSbaBusiness DevelopmentLoan OriginationSmall Business LendingHome Equity LoansRetail BankingBankingRisk ManagementManagementRelationship ManagementSmall BusinessLeadershipLines of CreditBranch BankingWhole LifeMortgage LendingCredit RiskFha

ABOUT BRAD CRAWFORD

With nearly two decades of dedicated service in the insurance, banking, and…

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Brad Crawford — Onboarding Relationship Manager at Box Professional Insurance in Portland, OR, US | Unifers