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Alex Grimm Location
Tampa, FL, US
Alex Grimm Work
2025 -now Sr. National Sales Executive @
2025 -2025 Account Manager @
2022 -2024 Vice President Client Services @
2018 -2022 Portfolio Counselor @
2016 -2018 Portfolio Evaluation Group Associate @
2015 -2016 Account Executive @
2011 -2015 Lead Driver @ UW Fleet
2014 -2014 Trade Marketing Intern @
2013 -2013 Brand Marketing Intern @
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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