Alex Grimm Email & Phone Number
Sr. National Sales Executive @ Trellance
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Alex Grimm Location
- Tampa, FL, US
Alex Grimm Work
- Sr. National Sales Executive @ (September 2025 - Present)
- Account Manager @ (January 2025 - October 2025)
- Vice President Client Services @ (February 2022 - May 2024)
- Portfolio Counselor @ (April 2018 - February 2022)
- Portfolio Evaluation Group Associate @ (October 2016 - April 2018)
- Account Executive @ (July 2015 - October 2016)
- Lead Driver @ UW Fleet (October 2011 - May 2015)
- Trade Marketing Intern @ (June 2014 - August 2014)
- Brand Marketing Intern @ (June 2013 - August 2013)
Alex Grimm Education
- University of Wisconsin-Madison
Bachelor of Science (B.S.) (Economics)
2011-2015
Alex Grimm Skills
- Training
- Stressful Situations
- Performance Reviews
- Positive Reinforcement Learning
- Office Equipment
- Coaching
- Process Analysis
- Leadership
- Business Case Preparation
- Organizational Performance
- Written Communication
- Problem Solving
- Sales Presentations
- Sales
- Presentations
- Analytical Skills
- Financial Analysis
- Relationship Development
- Sales Processes
- Objection Handling (Sales)
- Customer Service
- Thinking Skills
- Relationship Building
- Professional Skills
- Due Diligence
- Critical Thinking
- Wealth Management Services
- Public Speaking
- Financial Advisory
- Communication
- Personal Financial Planning
- Financial Planning
- Economics
- Finance
- Microsoft Excel
- SAP
- Team Leadership
- Time Management
- Persuasive Speaker
- PowerPoint
- Microsoft Word
- Research
- Social Media Marketing
- Teamwork
- Financial Modeling
- Portfolio Management
Alex Grimm Summary
- Alex Grimm, based in Tampa, FL, US, is currently a Sr. National Sales Executive at Trellance Cooperative Holdings, Inc.. Alex Grimm brings experience from previous roles at Trellance Cooperative Holdings, Inc. and Fisher Investments. Alex Grimm holds a 2011 - 2015 Bachelor of Science (B.S.) in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Training, Stressful Situations, Performance Reviews, Positive Reinforcement Learning, Office Equipment and more. Alex Grimm has 2 emails and 1 mobile phone numbers on RocketReach.
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Doug Farrell
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