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
- Financial Planning Associate @ (February 2024 - Present)
- Senior Financial Planner @ MOR Wealth Management (November 2013 - August 2023)
- Coach @ Denkyem Foundation (January 2014 - January 2014)
- Financial Representative @ (October 2012 - April 2013)
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
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Health Insurance
- Retirement
- Long Term Care
- Financial Analysis
- Financial Services
- Finance
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 1 emails and 1 mobile phone numbers on RocketReach.
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