Nate Levinson Email & Phone Number
Director, Financial Planning @ IEQ Capital
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Nate Levinson Location
- United States
Nate Levinson Work
- Director, Financial Planning @ (July 2026 - Present)
- Financial Advisor @ (September 2025 - July 2026)
- Associate Advisor @ Park Piedmont Advisors, LLC (September 2023 - August 2025)
- Paraplanner @ Park Piedmont Advisors, LLC (September 2022 - August 2023)
- Director Of Case Management @ (September 2021 - August 2022)
- Account Manager @ (January 2021 - August 2021)
- Junior Associate @ (September 2020 - December 2020)
- Financial Analyst @ Park Piedmont Advisors, LLC (May 2020 - September 2020)
- Finance Intern @ (May 2019 - December 2019)
Nate Levinson Education
- Macalester College
Bachelor's degree (Economics (major) & Philosophy (minor))
2016-2020
Nate Levinson Skills
- Financial Analysis
- Financial Modeling
- Financial Planning
- Insurance
- Investments
- Microsoft Excel
- Pandas (Software)
- Python (Programming Language)
- Retirement Planning
- SQL
- Tax Planning
Nate Levinson Summary
- Nate Levinson, based in United States, is currently a Director, Financial Planning at IEQ Capital. Nate Levinson brings experience from previous roles at Apella Wealth, Park Piedmont Advisors, LLC and Quantum Insurance Services, Inc.. Nate Levinson holds a 2016 - 2020 Bachelor's degree in Economics (major) & Philosophy (minor) @ Macalester College. With a robust skill set that includes Financial Analysis, Financial Modeling, Financial Planning, Insurance, Investments and more. Nate Levinson has 1 emails on RocketReach.
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