Levi J. Marsh
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Levi J. Marsh Email & Phone Number

Account Manager at Fisher Investments
Location: Calgary, Alberta, Canada 12 work roles 4 schools
1 work email found @edwardjones.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@edwardjones.com
LinkedIn Profile matched
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Current company
Fisher Investments
Role
Account Manager
Location
Calgary, Alberta, Canada
Company size
2996 employees

Who is Levi J. Marsh? Overview

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Quick answer

Levi J. Marsh is listed as Account Manager at Fisher Investments, a company with 2996 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Levi J. Marsh.

Levi J. Marsh previously worked as Senior Account Executive at Fisher Investments and Account Executive at Fisher Investments. Levi J. Marsh holds Bachelor Of Science (B.S.), Accounting from Illinois State University.

Company email context

Email format at Fisher Investments

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{first_initial}{last}@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Levi J. Marsh. Compare company email patterns before reaching out.

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Profile bio

About Levi J. Marsh

Levi J. Marsh is a Account Manager at Fisher Investments. He possess expertise in leadership, public speaking, analysis, finance, microsoft excel and 15 more skills. He is proficient in Spanish.

Listed skills include Leadership, Public Speaking, Analysis, Finance, and 16 others.

Current workplace

Levi J. Marsh's current company

Company context helps verify the profile and gives searchers a useful next step.

Fisher Investments
Fisher Investments
Account Manager
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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Company profile
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12 roles · 11 years

Levi J. Marsh work experience

A career timeline built from the work history available for this profile.

Account Executive

Fisher Investments
  • Over $20 million in signed client assets in the last 12 months
  • 33 high net worth clients signed in last 6 months
  • 2023 AE Rookie of the Year
  • Hit all 4 ramp rates 2 to 3 months early in record time
  • Silver Circle of Excellence
  • Bronze Circle of Excellence
Oct 2022 - Apr 2024

Uk Investment Counselor

Fisher Investments

Dallas, Texas, United States

  • Advised UK clients on Fisher research, strategy and investment allocation
May 2022 - Oct 2022

Financial Advisor

Edward Jones
  • Advised individuals and families on their overall wealth management: budget, retirement, cash, saving for college and estate planning
  • Managed business retirement plans such as 401ks
  • Recommended stock, mutual fund, bond, money market and ETF strategies
Apr 2018 - Mar 2022

Business Consultant

Unifirst Corporation
  • Closed new business by cold calling on the phone and in-person
  • Motivated team during phone blocks when requested by Manager
  • Recorded team performance during phone blocks when requested by Manager
  • Trained in Salesforce and Microsoft Dynamics 365
2017 - 2018 ~1 yr

Business Consultant

Alluvian
  • Managed business accounts by fulfilling orders and providing product knowledge
  • Created and organized barcodes for more than 40 products
2016 - 2017 ~1 yr

Assurance Associate

Pwc
  • Tested revenue and expense controls on SOX 404 compliant entities
  • Compared year over year financial statements for numerical difference and data analytics
  • Prepared audit work papers and reports for management
2015 - 2016 ~1 yr

Internal Audit Intern

Cefcu
  • Researched various insurance companies to compare and contrast property and casualty (P&C) insurance offerings
  • Proposed and Executed P&C insurance savings of more than 30% (over $5 billion in assets)
  • Audited all internal risks and propose new processes to maintain organizational longevity
Sep 2014 - Dec 2014

Supplier Finance Intern

Caterpillar Inc.
  • Gathered financial data of more than 40 suppliers on their 10-Ks and 10-Qs to complete financial assessments in excel
  • Researched profitability, leverage, liquidity, external creditors and non-financial risk of suppliers
  • Managed data of more than 1000 suppliers to assess reasons for being non-strategic
May 2014 - Aug 2014

Transfer Pricing Intern

Pwc Mexico

Querétaro, Mexico

  • Translated from Spanish to English over 15 executive summaries and 150 page Transfer Pricing Report
  • Collaborated with a diverse team in Spanish and English during tax season
  • Analyzed comparable companies to determine whether intercompany transactions were legal
Jun 2013 - Jul 2013
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

AP Aaron Penn Aaron Penn Colleague at Fisher InvestmentsEugene, Oregon, United States, United States View → AA Amanda Anderson Amanda Anderson Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States View → JW James Wood James Wood Colleague at Fisher InvestmentsVancouver, Washington, United States, United States View → CA Cheri Arnott Cheri Arnott Colleague at Fisher InvestmentsCamas, Washington, United States, United States View → AR Anne Rouleau Anne Rouleau Colleague at Fisher InvestmentsTampa, Florida, United States, United States View → JF Jose F. Blondet Jose F. Blondet Colleague at Fisher InvestmentsDallas, Texas, United States, United States View → EW Erin Wheeler Erin Wheeler Colleague at Fisher InvestmentsCamas, Washington, United States, United States View → GH Garrett Hoy Garrett Hoy Colleague at Fisher InvestmentsVancouver, Washington, United States, United States View → GW Gavin Watters Gavin Watters Colleague at Fisher InvestmentsMullaghbawn, Northern Ireland, United Kingdom, United Kingdom View → AD Amanda Deatherage (Neciuk) Amanda Deatherage (Neciuk) Colleague at Fisher InvestmentsCamas, Washington, United States, United States View →
4 education records

Levi J. Marsh education

Bachelor Of Science (B.S.), Finance & International Business

Illinois State University

Activities and Societies: President of Illinois State Students in Finance, President of College of Business Executive Council, Founder of.

Education record

Mahomet-Seymour High School

Captain of varsity soccer, wrestled and ran track, worked all four years at IGA.

FAQ

Frequently asked questions about Levi J. Marsh

Quick answers generated from the profile data available on this page.

What company does Levi J. Marsh work for?

Levi J. Marsh works for Fisher Investments.

What is Levi J. Marsh's role at Fisher Investments?

Levi J. Marsh is listed as Account Manager at Fisher Investments.

What is Levi J. Marsh's email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Levi J. Marsh at Fisher Investments.

Where is Levi J. Marsh based?

Levi J. Marsh is based in Calgary, Alberta, Canada while working with Fisher Investments.

What companies has Levi J. Marsh worked for?

Levi J. Marsh has worked for Fisher Investments, Mental Health In Business, Edward Jones, Unifirst Corporation, and Alluvian.

Who are Levi J. Marsh's colleagues at Fisher Investments?

Levi J. Marsh's colleagues at Fisher Investments include Aaron Penn, Amanda Anderson, James Wood, Cheri Arnott, and Anne Rouleau.

How can I contact Levi J. Marsh?

You can use AeroLeads to view verified contact signals for Levi J. Marsh at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Levi J. Marsh attend?

Levi J. Marsh holds Bachelor Of Science (B.S.), Accounting from Illinois State University.

What skills is Levi J. Marsh known for?

Levi J. Marsh is listed with skills including Leadership, Public Speaking, Analysis, Finance, Microsoft Excel, Management, Insurance, and Customer Service.

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