Daniel Levinson Email & Phone Number
Financial Planning Associate @ Blue Bell Private Wealth Management
Daniel Levinson's Location
Wayne, PA, US
Daniel Levinson's Work
- Financial Planning Associate @ Blue Bell Private Wealth Management
- Senior Financial Planner @ MOR Wealth Management
- Coach @ Denkyem Foundation
- Financial Representative @ Mutual of Omaha
Daniel Levinson's Education
- Franklin & Marshall College
Bachelor of Arts (B.A.) (Mathematics)
2008 - 2012 - Università Cattolica del Sacro Cuore2011 - 2011
Daniel Levinson's Skills
- Wealth Management
- Fixed Annuities
- Money Guide Pro
- First Aid
- Sports Marketing
- Investments
- Retirement Planning
- Mutual Funds
- Teamwork
- Insurance
Daniel Levinson's Summary
Daniel Levinson, based in Wayne, PA, US, is currently a Financial Planning Associate at Blue Bell Private Wealth Management, bringing 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 contributes valuable insights to the industry. Daniel Levinson has 4 emails on RocketReach.
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