Joel Levi Email & Phone Number
Managing Director @ HSA Bank, a division of Webster Bank, N.A.
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Joel Levi Location
- Eden Prairie, MN, US
Joel Levi Work
- Managing Director @ (February 2022 - Present)
- SVP, Director of Relationship Management and Strategic Partnerships @ (July 2015 - March 2022)
- Senior Relationship Manager @ (May 2014 - July 2015)
- Vice President, Channel Partner Manager @ (March 2011 - May 2014)
- Vice President, Business Development and Relationship Management @ (September 2007 - March 2011)
- Vice President -Team Lead and Relationship Manager @ Wells Fargo Institutional Retirement and Trust (December 1997 - September 2007)
Joel Levi Education
- Minnesota State University, Mankato
- Purdue Global
Joel Levi Skills
- 401k
- Account Management
- Asset Management
- Banking
- Benefits Administration
- Business Development
- Business Planning
- Business Strategy
- Commercial Banking
- Contract Negotiation
- Corporate Card
- Credit
- Cross-functional Team Leadership
- Customer Experience
- Customer Relationship Management (CRM)
- Disability Insurance
- Employee Benefits
- Finance
- Financial Analysis
- Financial Services
- Flexible Spending Accounts
- Global Client Management
- Global Custody
- Health Plan Partnerships
- Health Savings Accounts
- Health, Disability, Life License
- Human Resources Information Systems (HRIS)
- Insurance
- Investments
- Leadership
- Leadership Communications
- Life & Health Insurance Licenses
- Management
- Mutual Funds
- New Business Development
- Payments
- Portfolio Management
- Relationship Building
- Relationship Management
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Securities
- Software as a Service (SaaS)
- Strategic Financial Planning
- Strategic Partnerships
- Strategic Planning
- Team Leadership
- Treasury Management
- Wealth Management
- Loans
- Microsoft Office
- Project Management
- Business Analysis
- Health
- Life License
- Life and Health Insurance Licenses
- Disability
- 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 Santander Bank, N.A.. Joel Levi brings experience from previous roles at HSA Bank, a division of Santander Bank, N.A., JPMorgan Chase and U.S. Bank. Joel Levi holds a Minnesota State University, Mankato. With a robust skill set that includes 401k, Account Management, Asset Management, Banking, Benefits Administration and more. Joel Levi has 2 emails and 1 mobile phone numbers on RocketReach.
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