Leonard Williamson

Managing Partner at Apex Wealth Advisors - Main Focus and Specialization in the Planning and Deployment of Tax Mitigation Strategies.

Role
Financial Advisor at Great Point Capital Llc
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Leonard Williamson

Experienced Owner with a demonstrated history of working in the financial services industry. Skilled in Retirement Income Planning, Annuities, Personal Financial Planning, Wealth Management and Life Insurance. Strong business acumen with a Bachelor\'s Degree from Loyola Marymount University.

Experience

  1. Financial Advisor

    Great Point Capital Llc

    May 2021 — Present · Phoenix, AZ, US

Education

  • Loyola Marymount University

    Bachelor of Arts (B.A.), Political Science and Government

    2004 — 2008

Skills

  • Leadership
  • Marketing Communications
  • Facebook
  • Marketing
  • Microsoft Office
  • Sales
  • Online Advertising
  • Salesforce.com
  • Affiliate Marketing
  • Strategic Planning
  • Event Planning
  • Customer Service
  • Project Management
  • Team Leadership
  • Account Management
  • Press Releases
  • Digital Media
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Public Relations
  • Social Networking
  • Negotiation
  • Investments
  • Email Marketing
  • New Business Development
  • Social Media
  • Cold Calling
  • Lead Generation
  • Advertising
  • Management
  • I Can Handle All of Your Merchant Service Needs.
  • Marketing Strategy
  • Direct Sales
  • Finance
  • Event Management

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