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Levi Merchant Email & Phone Number
Personal Financial Counselor
at
Magellan Federal
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Personal Financial Counselor
Location
Birmingham, Alabama, United States
Company size
Who is Levi Merchant? Overview
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Quick answer
Levi Merchant is listed as Personal Financial Counselor at Magellan Federal, a with 857 employees, based in Birmingham, Alabama, United States. AeroLeads shows a matched LinkedIn profile for Levi Merchant.
Levi Merchant previously worked as Financial Literacy & Wellness Coach at Taskhuman and Financial Counselor at Sound Outreach. Levi Merchant holds Bachelor'S Degree, Business Administration And Management, General, Sociology Minor from University Of Vermont.
Company email context
Email format at Magellan Federal
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Magellan Federal
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Profile bio
About Levi Merchant
Levi Merchant is a Personal Financial Counselor at Magellan Federal. They is proficient in English.
Current workplace
Levi Merchant's current company
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Magellan Federal
9 roles
Levi Merchant work experience
A career timeline built from the work history available for this profile.
Personal Financial Counselor
Financial Literacy & Wellness Coach
Help support our clients through 1:1 coaching to improve their relationship with money and stay on track to meet their financial goals
Financial Counselor
- Provide one on one counseling with clients to discuss financial health and behavior- Help understand and establish budget, net worth assessment, credit review- Create long term relationships to help foster accountability and behavioral change- Outreach to low-income individuals and families- Teach classes and workshops to help improve financial literacy by providing information
Dec 2019 - Oct 2023
Shift Lead
Fiddlehead Brewery
- Provide welcoming and hospitable customer service- Speak with customers about company history- Working knowledge of brewing process and beer styles- Train new team members- Maintain beer, supply, and merchandise inventory- Order merchandise and product to maintain stock- Main point of contact for customer issues/incidents- Handle end of night tips and register reconciliation- Working knowledge of POS system and system fixes
Jan 2019 - Dec 2019
Insurance Account Representative
- Worked for a scratch agency and helped the agent grow book from 0 to1,000 households- Exceeded office sales goals to qualify for top level in our state- Consistently a top 5 agency for Auto, Fire, and Life policies- Top and most tenured sales representative for the office with a strongrecord of meeting and exceeding sales activity and production goals- Contributed 25% of Life insurance sales- Assisted agent with training interns and team members- Marketed to book of business and actively prospected leads on the phoneand in person- Provided remarkable customer service for our clients through buildingrelationships and resolving conflicts- Licensed for Property, Casualty, Life and Health insurance and State FarmBank certified for NY and VT
Aug 2016 - Sep 2018
Stock Clerk
- Assisted with pricing and promotions, unsaleable merchandise, markdowns, and discounts- Organized inventory and product distribution - Cleaned and maintained safe environment for customers
Feb 2010 - Aug 2014
Personal Banker - Teller
- Calmly assisted and dealt with customers and their account concerns- Informed about and opened personal and business accounts- Conducted domestic and international wire transfers- Audited and complied with security protocols and other policies and procedures- Reconciled cash receipts- Practiced separation of duties
May 2013 - Dec 2013
Junior Camp Counselor
- Assisted camp counselors in activities with children, made sure everyone was together.
May 2008 - Jul 2008
Team & coworkers
Colleagues at Magellan Federal
Other employees you can reach at magellanfederal.com. View company contacts for 857 employees →
AS
Anya Salzgeber
Colleague at Magellan FederalSteamboat Springs, Colorado, United States
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TA
Treva Anderson, Ph.D.
Colleague at Magellan FederalBlythewood, South Carolina, United States
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TJ
Tom Jordan
Colleague at Magellan FederalCalabarzon, Philippines
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LS
Leslie Swanson
Colleague at Magellan FederalClarksville, Tennessee, United States
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CB
Connor Barrett, M.S., Cmpc
Colleague at Magellan FederalGreater Seattle Area, United States
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JP
Joanne Prince
Colleague at Magellan FederalGreater Tucson Area, United States
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R1
Rqms 1 Batuk
Colleague at Magellan FederalKenya
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EH
Elaine Hall
Colleague at Magellan FederalBeaufort, South Carolina, United States
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EV
Erasmo Valles
Colleague at Magellan FederalSan Antonio, Texas, United States
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DC
Dave Carter
Colleague at Magellan FederalSwindon, England, United Kingdom
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Anya Salzgeber
Colleague at Magellan FederalSteamboat Springs, Colorado, United States
View →
TA
Treva Anderson, Ph.D.
Colleague at Magellan FederalBlythewood, South Carolina, United States
View →
TJ
Tom Jordan
Colleague at Magellan FederalCalabarzon, Philippines
View →
LS
Leslie Swanson
Colleague at Magellan FederalClarksville, Tennessee, United States
View →
CB
Connor Barrett, M.S., Cmpc
Colleague at Magellan FederalGreater Seattle Area, United States
View →
JP
Joanne Prince
Colleague at Magellan FederalGreater Tucson Area, United States
View →
R1
Rqms 1 Batuk
Colleague at Magellan FederalKenya
View →
EH
Elaine Hall
Colleague at Magellan FederalBeaufort, South Carolina, United States
View →
EV
Erasmo Valles
Colleague at Magellan FederalSan Antonio, Texas, United States
View →
DC
Dave Carter
Colleague at Magellan FederalSwindon, England, United Kingdom
View →
3 education records
Levi Merchant education
Bachelor'S Degree, Business Administration And Management, General, Sociology Minor
Business Administration And Management, General
Business Administration And Management, General
FAQ
Frequently asked questions about Levi Merchant
Quick answers generated from the profile data available on this page.
What company does Levi Merchant work for?
Levi Merchant works for Magellan Federal.
What is Levi Merchant's role at Magellan Federal?
Levi Merchant is listed as Personal Financial Counselor at Magellan Federal.
Where is Levi Merchant based?
Levi Merchant is based in Birmingham, Alabama, United States while working with Magellan Federal.
What companies has Levi Merchant worked for?
Levi Merchant has worked for Magellan Federal, Taskhuman, Sound Outreach, Fiddlehead Brewery, and State Farm ®.
Who are Levi Merchant's colleagues at Magellan Federal?
Levi Merchant's colleagues at Magellan Federal include Anya Salzgeber, Treva Anderson, Ph.D., Tom Jordan, Leslie Swanson, and Connor Barrett, M.S., Cmpc.
How can I contact Levi Merchant?
You can use AeroLeads to view verified contact signals for Levi Merchant at Magellan Federal, including work email, phone, and LinkedIn data when available.
What schools did Levi Merchant attend?
Levi Merchant holds Bachelor'S Degree, Business Administration And Management, General, Sociology Minor from University Of Vermont.
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