2007 -
2011 Vice President, Business Development and Relationship Management @
1997 -
2007 Vice President -Team Lead and Relationship Manager @ Wells Fargo Institutional Retirement and Trust
Joel Levi Education
null
Purdue University Global
Joel Levi Skills
Business Development
Relationship Management
401k
Global Custody
Payments
Sales
Employee Benefits
Banking
New Business Development
Insurance
Investments
Risk Management
Financial Analysis
Financial Services
Corporate Card
Credit
Portfolio Management
Loans
Mutual Funds
Wealth Management
Flexible Spending Accounts
Health Savings Accounts
Strategic Financial Planning
Securities
Commercial Banking
Finance
Treasury Management
Asset Management
Microsoft Office
Project Management
Disability Insurance
Business Analysis
Health
Life License
Life and Health Insurance Licenses
Disability
Relationship Building
Retirement Planning
Benefits Administration
Customer Experience
Cross Functional Team Leadership
Joel Levi Summary
Joel Levi, based in Eden Prairie, MN, US, is currently a Managing Director at HSA Bank, a division of Webster Bank, N.A.. Joel Levi brings experience from previous roles at HSA Bank, a division of Webster Bank, N.A., JPMorgan Chase and U.S. Bank. With a robust skill set that includes Business Development, Relationship Management, 401k, Global Custody, Payments and more. Joel Levi has 2 emails and 1 mobile phone numbers on RocketReach.
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