Dylan Levy Email and Phone Number
Dylan Levy work email
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Dylan Levy personal email
Dylan Levy is a Vice President at Stifel Financial Corp. at Stifel Financial Corp.. He possess expertise in management, microsoft excel, microsoft office, powerpoint, sales and 4 more skills.
Stifel Financial Corp.
View- Website:
- stifel.com
- Employees:
- 5
- Company phone:
- +1-501-374-8276
- Company email:
- theshollmierteam@stifel.com
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Vice PresidentStifel Financial Corp. Apr 2022 - PresentSt. Louis, Mo, Us
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Institutional Sales RepresentativeStifel Financial Corp. Jul 2021 - PresentSt. Louis, Mo, Us
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Financial AnalystStifel Financial Corp. Nov 2017 - May 2022St. Louis, Mo, UsReviewing bank and credit unions investments though analyzing each clients Balance Sheet and Income Statement for a complete and total comprehensive review of asset liability. This is portrayed and reviewed with the client through asset liability management, financial modeling as well as portfolio and cashflow analysis.
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Financial AdvisorDayton & Sydney Wealth Strategies Group Jun 2016 - Nov 2017• Consistently work towards building strong personal relationships with clientele by having meetings one on one. • Put customers on the right financial track to reach their short, medium and long term goals by educating them on the various different options available• Create specific financial strategies that meet the unique needs of each client• Network and collaborate with experienced individuals in the industry to ensure my clients always receive the best possible guidance
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Financial Associate InternWorthington Financial Partners Jan 2016 - May 2016• Concentrated on wealth accumulation, retirement, and tax advantage planning• Identified target markets and contacted perspective clients • Continued to develop personal communication skills through direct and indirect communication
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Financial Representative InternNorthwestern Mutual Jun 2015 - Nov 2015Milwaukee, Wi, Us• Assisted clients in retirement planning, wealth management, tax reduction strategies, and long term financial solutions• Contacted potential clients and arranged consultations• Prepared custom financial plans tailored towards each client’s individual financial objectives -
Valet AttendantRed Cap Services Jun 2013 - Aug 2013• Assisted the Valet Manager with various responsibilities • Interacted with high-end guests and ensured 5-Star quality care on a daily basis• Addressed and managed client concerns in a timely manner• Checked and confirmed all required guest work was completed
Dylan Levy Skills
Dylan Levy Education Details
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Towson UniversityFinance
Frequently Asked Questions about Dylan Levy
What company does Dylan Levy work for?
Dylan Levy works for Stifel Financial Corp.
What is Dylan Levy's role at the current company?
Dylan Levy's current role is Vice President at Stifel Financial Corp..
What is Dylan Levy's email address?
Dylan Levy's email address is dl****@****fel.com
What schools did Dylan Levy attend?
Dylan Levy attended Towson University.
What skills is Dylan Levy known for?
Dylan Levy has skills like Management, Microsoft Excel, Microsoft Office, Powerpoint, Sales, Leadership, Retirement Planning, Microsoft Word, Social Media.
Who are Dylan Levy's colleagues?
Dylan Levy's colleagues are Baker Woolworth, Mary Ann Treadwell, Sunho L., Edward F. Ribaudo Jr., Jason Millner, Cfp®, Victor Rojas, Hilary Neiman.
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