Brian Levinson Email & Phone Number
Branch Manager @ Wells Fargo Advisors
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Brian Levinson Location
- Indianapolis, IN, US
Brian Levinson Work
- Branch Manager @ (February 2024 - Present)
- Associate Manager @ (August 2022 - February 2024)
- Field Support Manager @ (October 2019 - August 2022)
- Regional Support Center Manager @ (April 2017 - October 2019)
- WFA Supervision Manager @ (April 2014 - March 2017)
- Client Service Manager @ (April 2012 - April 2014)
- Financial Advisor @ (May 2010 - April 2012)
- Financial Advisor @ (March 2008 - December 2008)
- ISO Development Leader and Project Manager @ deVan Sealants, Inc. (November 2005 - March 2008)
- Store Manager @ Futon Expres' (September 1996 - April 2004)
Brian Levinson Education
- University of Phoenix
B.S. (Business Administration)
2006-2010
Brian Levinson Skills
- Wealth Management
- Finance
- Mutual Funds
- Sales
- Microsoft Excel
- Series 63
- Customer Service
- Leadership
- Series 7
- Process Improvement
- Portfolio Management
- Management
- Banking
- Investments
- Risk Management
- Public Speaking
- Financial Services
- Retirement Planning
- Securities
Brian Levinson Summary
- Brian Levinson, based in Indianapolis, IN, US, is currently a Branch Manager at Wells Fargo Advisors. Brian Levinson brings experience from previous roles at Wells Fargo Advisors. Brian Levinson holds a 2006 - 2010 B.S. in Business Administration @ University of Phoenix. With a robust skill set that includes Wealth Management, Finance, Mutual Funds, Sales, Microsoft Excel and more. Brian Levinson has 2 emails and 1 mobile phone numbers on RocketReach.
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