Daniel Levinson Email & Phone Number

Financial Planning Associate @ Blue Bell Private Wealth Management

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Daniel Levinson Location

Wayne, PA, US

Daniel Levinson Work

2024 - now Financial Planning Associate @ Blue Bell Private Wealth Management
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2013 - 2023 Senior Financial Planner @ MOR Wealth Management
2014 - 2014 Coach @ Denkyem Foundation

2012 - 2013 Financial Representative @ Mutual of Omaha
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Daniel Levinson Education

Franklin & Marshall College
Bachelor of Arts (B.A.) (Mathematics)
2008 - 2012
Università Cattolica del Sacro Cuore
2011 - 2011

Daniel Levinson Skills

Wealth Management
Fixed Annuities
Money Guide Pro

First Aid
Sports Marketing
Investments
Retirement Planning
Mutual Funds
Teamwork
Insurance

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Daniel Levinson Summary

Daniel Levinson, based in Wayne, PA, US, is currently a Financial Planning Associate at Blue Bell Private Wealth Management. Daniel Levinson brings experience from previous roles at MOR Wealth Management, Denkyem Foundation and Mutual of Omaha. Daniel Levinson holds a 2008 - 2012 Bachelor of Arts (B.A.) in Mathematics @ Franklin & Marshall College. With a robust skill set that includes Wealth Management, Fixed Annuities, Money Guide Pro, First Aid, Sports Marketing and more. Daniel Levinson has 2 emails and 1 mobile phone numbers on RocketReach.

Daniel Levinson Emails

Found 2 emails

Daniel Levinson Phone Numbers

Found 1 phone numbers

+1 856-906-XXXX

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Daniel Levinson

Financial Planning Associate at Blue Bell Private Wealth Management

Wayne, PA, US
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Daniel Levinson

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Financial Planning Associate at Blue Bell Private Wealth Management

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