Julie Rison

Julie is a Senior Vice President at Alliant Private Client. The private client team specializes in providing personal insurance solutions to affluent individuals and multi-generational families who require a sophisticated approach to personal risk management.

With more than 30 years in the insurance industry, Julie has developed an extensive understanding of the workings of carriers and the unique and evolving needs of family enterprises. Her industry experience includes serving on several national agency 
councils.

Julie is a key member of the Private Client national leadership team to solidify strategic growth and commitment in key markets throughout the country, specifically identifying and pursuing opportunities within the Mid Atlantic. Julie builds creative insurance programs for high net worth and ultra-high net worth individuals and families by collaborating with key carrier partners.

Before joining the company, Julie previously served as Senior Vice President, Private Client Division for a leading professional services firm. She earned a bachelor’s degree in public relations from the University of Northern Iowa. She holds a Certified Insurance Counselor (CIC), Certified Personal Risk Manager (CPRM), Chartered Private Risk and Insurance Advisor (CPRIA), and Certified Diversity Professional (CDP) designation.

Her Expertise Includes:

•  Personal Risk and Insurance Management
• Client Relationship Management
• Referral Partner Relationship Management
• Executive Management