Bill Alexander

Client Service Executive/institutional Relationship Manager at Western Asset

Bill Alexander has a diverse work experience spanning multiple industries. Bill began their career as an Education and Leadership Consultant at Sigma Alpha Epsilon Fraternity in 2000. In 2001, they transitioned to a role as an Account Executive at CDW, where they excelled in business-to-business technology sales. In 2003, they joined Indymac Bank as a Product Specialist, responsible for overseeing marketing and interest rate offerings for mortgage loan originations. Bill later became the Chief Management Accountant (CMA) at the bank. In 2008, Bill joined Western Asset Management as a Client Service/RFP Associate, and subsequently held positions as a Client Service Associate, Sr. Client Service & Marketing Associate, and currently, as a Client Service Executive/Institutional Relationship Manager. At Western Asset Management, they established and oversaw investment experiences for a wide range of clients, including endowments, foundations, healthcare organizations, fund of hedge funds, and family offices. Bill brings a strong background in client service, marketing, and financial management to their current role.

Bill Alexander attended the Drucker School of Management from 2013 to 2016, where they earned a Master of Business Administration (MBA) degree with a focus on Finance, General. Prior to that, they studied at Ohio Wesleyan University from 1996 to 2000 and obtained a Bachelor of Arts (B.A.) degree. Bill also attended La Salle College Preparatory in Pasadena, CA, although the dates of their attendance and the specific degree or field of study are not provided. In addition to their formal education, Bill obtained certifications in Series 63 and Series 7 from FINRA (Financial Industry Regulatory Authority).

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Previous companies

CDW logo

Org chart

Timeline

  • Client Service Executive/institutional Relationship Manager

    March, 2017 - present

  • Sr Client Service Marketing Associate

    March, 2013

  • Client Service Associate

    October, 2010

  • Client Service RFP Associate

    September, 2008

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