Levi Williamson Email & Phone Number
Director - RIA and Bank Trust @ Madison Investments
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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 1999
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 3 emails and 3 mobile phone numbers on RocketReach.
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Michael Peters
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