AeroLeads people directory · profile
Andrew Leventis Email & Phone Number
Expert Wealth Manager CFP MBL BSc(LSur)
at
Alexander Forbes
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Who is Andrew Leventis? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andrew Leventis is listed as Expert Wealth Manager CFP MBL BSc(LSur) at Alexander Forbes, based in South Africa. AeroLeads shows a matched LinkedIn profile for Andrew Leventis.
Andrew Leventis previously worked as Private Wealth Management Specialist at Alexander Forbes. Andrew Leventis holds Masters Of Business Leadership from University Of South Africa/Universiteit Van Suid-Afrika.
Company email context
Email format at Alexander Forbes
This section adds company-level context without repeating Andrew Leventis's masked contact details.
Alexander Forbes
Review company-level records connected to Andrew Leventis before choosing the right outreach path.
Profile bio
About Andrew Leventis
Dynamic and results-driven financial advisor with over 35 years of experience in the industry. Skilled in analysing complex financial data to provide tailored investment solutions for clients. Possess exceptional creative skills to develop innovative financial strategies that maximize returns and minimize risk. Committed to staying current with industry trends and changes through ongoing research and professional development. Proud to be part of a cutting-edge financial company that provides unmatched support and resources.
Current workplace
Andrew Leventis's current company
Company context helps verify the profile and gives searchers a useful next step.
1 role
Andrew Leventis work experience
A career timeline built from the work history available for this profile.
-
Private Wealth Management Specialist• Developed and executed custom financial plans for high net worth individuals, families, and small businesses• Utilized innovative financial tools and strategies to achieve optimal investment results for clients• Collaborated with internal and external research teams to stay current with market trends and changes• Mentored junior financial advisors and provided ongoing training and development opportunities• Analysed financial data to create tailored investment portfolios for clients• Developed strong relationships with clients to understand their financial goals and provide exceptional service• Conducted regular portfolio reviews to ensure clients' investments are aligned with their goals• Contributed to the growth of the company by bringing in new clients and retaining existing ones
3 education records
Andrew Leventis education
Bsc Land Surveying, Land Surveying
FAQ
Frequently asked questions about Andrew Leventis
Quick answers generated from the profile data available on this page.
What company does Andrew Leventis work for?
Andrew Leventis works for Alexander Forbes.
What is Andrew Leventis's role at Alexander Forbes?
Andrew Leventis is listed as Expert Wealth Manager CFP MBL BSc(LSur) at Alexander Forbes.
Where is Andrew Leventis based?
Andrew Leventis is based in South Africa while working with Alexander Forbes.
What companies has Andrew Leventis worked for?
Andrew Leventis has worked for Alexander Forbes.
How can I contact Andrew Leventis?
You can use AeroLeads to view verified contact signals for Andrew Leventis at Alexander Forbes, including work email, phone, and LinkedIn data when available.
What schools did Andrew Leventis attend?
Andrew Leventis holds Masters Of Business Leadership from University Of South Africa/Universiteit Van Suid-Afrika.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Andrew Leventis you were looking for.
View similar profiles
