Universal Banker II @ (March 2020 - September 2022)
Sales Development Representative Training @ (February 2022 - May 2022)
Universal Banker @ (September 2018 - March 2020)
Financial Services Intern @ (February 2018 - April 2018)
Summer Intern @ (June 2017 - August 2017)
Levi Edelman Education
The American College of Financial Services
(Certified Financial Planner)
2026-2027
Quinnipiac University
Bachelor of Science (B.S.) (Finance)
2014-2018
Levi Edelman Summary
Levi Edelman, based in Wallingford, CT, US, is currently a Investment Advisor Representative at Knights of Columbus Asset Advisors. Levi Edelman brings experience from previous roles at Liberty Bank - CT, Ramped, Citizens Bank and Foresters Financial Services. Levi Edelman holds a 2026 - 2027 The American College of Financial Services. Levi Edelman has 2 emails and 2 mobile phone numbers on RocketReach.
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