Norm Levy Email & Phone Number
Private Wealth Growth Officer-Director of Sales @ Small World Wealth Management
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Norm Levy Location
- North Port, FL, US
Norm Levy Work
- Private Wealth Growth Officer-Director of Sales @ (August 2026 - Present)
- Principal Owner @ (April 2026 - August 2026)
- Director of Business Development, Broker-Dealer Distribution Channel @ (February 2024 - March 2026)
- Senior Regional Consultant @ (September 1995 - January 2024)
Norm Levy Education
- Keene State College
BS (Political Science)
1985-1989 - Tel Aviv University
Political Science
1988-1988
Norm Levy Skills
- 401k
- Alternative Investments
- Asset Allocation
- Channel Partners
- Complex Sales
- Consultative Selling
- Equities
- Financial Advisory
- Fixed Income
- Identifying New Opportunities
- Investment Strategies
- Investments
- Mutual Funds
- New Business Sales
- Organization Skills
- Portfolio Management
- Relationship Building
- Retirement
- Retirement Planning
- Sales Campaigns
- Sales Processes
- Separately Managed Accounts
- Series 6
- Series 63
- Series 65
- Series 7
- Solution Selling
- Wealth Management
- Leadership
- Retail
- Strategy
- Financial Services
- Retail Management
- Marketing
- Microsoft Excel
- Financial Analysis
- Services
- Keys
Norm Levy Summary
- Norm Levy, based in North Port, FL, US, is currently a Private Wealth Growth Officer-Director of Sales at Small World Wealth Management. Norm Levy brings experience from previous roles at Legacy Path Planners, LLC, Assured Allies and Putnam Investments. Norm Levy holds a 1985 - 1989 BS in Political Science @ Keene State College. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Channel Partners, Complex Sales and more. Norm Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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