Levi Williamson Email & Phone Number
Director - RIA and Bank Trust @ Madison Investments
5 free lookup(s).
Levi Williamson Location
- Columbus, OH, US
Levi Williamson Work
- 2025 - now Director - RIA and Bank Trust @
- 2023 - 2024 Director of Business Development @
- 2021 - 2023 Director - Business Development @
- 2019 - 2021 Director, Regional Sales - Intermediary Distribution @
- 2017 - 2019 VP, Client Advisor - Institutional Advisor Channel @
- 2017 - 2017 Senior Advisor Consultant, Intermediary Distribution @
- 2014 - 2016 Midwest Division Director, VP Sales and Marketing @
- 2007 - 2014 Advisor Consultant @
- 2005 - 2006 Investment Analyst @ Citigroup Instituitional Consulting (now Morgan Stanley Graystone)
- 2003 - 2004 Auditor @ Condit & Associates (now GBQ Partners)
Levi Williamson Education
- Keller Graduate School of Management of DeVry University
Masters in Accounting & Financial Management ( Accounting & Financial Management)
2004 - 2006 - Ohio Wesleyan University
Bachelor of Arts ( Economics Management)
1999 - 2003 - Buckeye Valley High School 1999null
Levi Williamson Skills
- Mutual Funds
- SMA
- Investments
- Series 7
- Asset Management
- Fixed Income
- Wealth Management
- Alternative Investments
- Strategic Financial Planning
- Portfolio Management
- Financial Advisory
- Asset Managment
- Investment Management
- Private Equity
- Separately Managed Accounts
- Financial Analysis
- ETFs
- Asset Allocation
- Financial Planning
- Research
- PowerPoint
- Microsoft Word
- Marketing
- Public Speaking
- Leadership
- Wealth Management Services
- Trading
- Outside Sales
- Presentation Skills
- Institutional Investments
- Presentations
- Financial Services
- Investment Advisory
- Sales
- Retirement Planning
Levi Williamson Summary
- Levi Williamson, based in Columbus, OH, US, is currently a Director - RIA and Bank Trust at Madison Investments. Levi Williamson brings experience from previous roles at CREC, Optima Asset Management LLC, BMO Global Asset Management U.S. and JPMorgan Chase & Co.. Levi Williamson holds a 2004 - 2006 Masters in Accounting & Financial Management in Accounting & Financial Management @ Keller Graduate School of Management of DeVry University. With a robust skill set that includes Mutual Funds, SMA, Investments, Series 7, Asset Management and more. Levi Williamson has 6 emails and 2 mobile phone numbers on RocketReach.
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Top Madison Investments Employees
Christopher Hodges
Regional Investment Director
New York, NY, US
Marian Quade
Managing Director and Senior Portfolio mgr
Madison, WI, US
Alan Shepard
Vice President and Portfolio Manager
Madison, WI, US
Thomas Nolte
Director, Institutional Business Development
Milwaukee, WI, US
Levi Williamson
Director - RIA and Bank Trust
Columbus, OH, US
Jeff Baker
Vice President, Strategic Accounts and Regional Director
Sacramento, CA, US
Mike Glatkowski
Head of Institutional Business Group
Milwaukee, WI, US
Patrick Ryan
Head of Multi-Asset Solutions, Portfolio Manager
Madison, WI, US
Mark Henrickson
Chief Financial Officer
Madison, WI, US
Michael Sanders
Head of Fixed Income at Madison Investments
Madison, WI, US
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