Levin Wilson

Levin Wilson Email and Phone Number

Director - Wealth Advisory @ Principal Asset Management
Denver, CO, US
Levin Wilson's Location
Denver, Colorado, United States, United States
Levin Wilson's Contact Details

Levin Wilson personal email

Levin Wilson phone numbers

About Levin Wilson

As the Director for Wealth Advisory with Principal Asset Management, I partner with financial advisors across Colorado, Utah, New Mexico and Wyoming by: -Providing timely economic and investment related updates -Sharing innovative ways to find new clients -Discussing strategies to be more productive through the use of technology and social mediaI work closely with all distribution channels (wire houses, independents, banks, RIA) and have developed tremendous relationships with financial advisors, complex directors, branch managers, and other investment professionals.If you're interested in learning about how our team can support your practice, you're welcome to contact me at wilson.levin@Principal.com.In my free time I enjoy spending time with my wife enjoying all the beauty Colorado has to offer. Most weekends you can find me either hiking, camping, skiing, mountain biking, or playing golf. Thank you for visiting my LinkedIn page.Registered Representative of Principal Funds Distributor, Inc./*********/The skills list below does not imply licensure, training, or the ability to solicit products or services.

Levin Wilson's Current Company Details
Principal Asset Management

Principal Asset Management

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Director - Wealth Advisory
Denver, CO, US
Levin Wilson Work Experience Details
  • Principal Asset Management
    Director - Wealth Advisory
    Principal Asset Management
    Denver, Co, Us
  • Principal Asset Management
    Director - Wealth Advisory
    Principal Asset Management Nov 2023 - Present
    Des Moines, Iowa, Us
  • Putnam Investments
    Senior Regional Consultant
    Putnam Investments Jul 2021 - Nov 2023
    Boston, Massachusetts, Us
  • Putnam Investments
    Senior Internal Wholesaler
    Putnam Investments Jul 2017 - Jun 2021
    Boston, Massachusetts, Us
  • Putnam Investments
    Investor Service Representative
    Putnam Investments May 2016 - Jun 2017
    Boston, Massachusetts, Us

Levin Wilson Skills

Microsoft Office Leadership Quickbooks Financial Analysis Auditing Social Media Lifeguarding Microsoft Office Powerpoint Teamwork Event Planning

Levin Wilson Education Details

  • Rivier University
    Rivier University
    Minor In Business

Frequently Asked Questions about Levin Wilson

What company does Levin Wilson work for?

Levin Wilson works for Principal Asset Management

What is Levin Wilson's role at the current company?

Levin Wilson's current role is Director - Wealth Advisory.

What is Levin Wilson's email address?

Levin Wilson's email address is le****@****ail.com

What is Levin Wilson's direct phone number?

Levin Wilson's direct phone number is +160373*****

What schools did Levin Wilson attend?

Levin Wilson attended Rivier University.

What are some of Levin Wilson's interests?

Levin Wilson has interest in Children, Health.

What skills is Levin Wilson known for?

Levin Wilson has skills like Microsoft Office, Leadership, Quickbooks, Financial Analysis, Auditing, Social Media, Lifeguarding, Microsoft Office, Powerpoint, Teamwork, Event Planning.

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