Sam Levenson Email & Phone Number
Associate Planner @ Levenson Wealth
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Sam Levenson Work
- 2024 -now Associate Planner @
- 2025 -2025 Extern @
- 2020 -2020 Manager @
- 2018 -2020 Consultant @
- 2017 -2018 Senior Associate Consultant @
- 2017 -2018 Operations and Analytics Extern @
- 2015 -2017 Associate Consultant @
- 2012 -2012 Business Analyst Summer Scholar @
- 2011 -2011 Global Business Operations Intern @
- 2010 -2010 Global Business Operations Intern @
- 2009 -2010 Vendor Analyst @ DM Purchasing Consortium
- 2009 -2009 Math Instructor @
Sam Levenson Education
- Boston University
Certificate of Financial Planning (Insurance; Investments; Tax; Retirement Planning; Estate Planning)
2022-2024 - Mir Yeshiva - Jerusalem
(Talmudic Studies)
2020-2024 - Machon Yaakov - The Rabinowitz Institute
(Talmudic Law, Jewish Philosophy, and Hebrew Language)
2013-2015 - University of Pennsylvania
BA (Economics and International Relations)
2009-2013
Sam Levenson Skills
- PowerPoint
- Social Media
- Data Analysis
- Detroit
- PL/SQL
- Science
- Microsoft Office
Sam Levenson Summary
- Sam Levenson, is currently a Associate Planner at Levenson Wealth. Sam Levenson brings experience from previous roles at Amplified Planning and Bain & Company. Sam Levenson holds a 2022 - 2024 Certificate of Financial Planning in Insurance; Investments; Tax; Retirement Planning; Estate Planning @ Boston University. With a robust skill set that includes PowerPoint, Social Media, Data Analysis, Detroit, PL/SQL and more. Sam Levenson has 2 emails and 1 mobile phone numbers on RocketReach.
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