Maxwell Levi

Maxwell Levi Email and Phone Number

Wealth & Investment Management Associate @ Perennial Advisors @ Perennial
United States
Maxwell Levi's Location
United States, United States
Maxwell Levi's Contact Details

Maxwell Levi personal email

n/a
About Maxwell Levi

Maxwell Levi is a Wealth & Investment Management Associate @ Perennial Advisors at Perennial.

Maxwell Levi's Current Company Details
Perennial

Perennial

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Wealth & Investment Management Associate @ Perennial Advisors
United States
Website:
perennial.com
Employees:
9
Maxwell Levi Work Experience Details
  • Perennial
    Perennial
    United States
    View
  • Perennial
    Wealth & Investment Management Associate
    Perennial Jul 2023 - Present
    New York, New York, Us
    View
  • Lourdmurray
    Wealth Management Intern
    Lourdmurray Jun 2022 - Aug 2022
    Los Angeles, California, Us
    • Assisted Financial Advisors in the development of financial and investment strategies that address each client’s risk tolerance and financial goals • Developed presentation materials and proposals using Microsoft PowerPoint and Excel to assist Financial Advisors in managing performance measurements on existing accounts and cultivating prospective clients
    View
  • Lcr Capital Partners
    Summer Intern
    Lcr Capital Partners Jun 2021 - Aug 2021
    Westport, Ct, Us
    • Researched sports athletes as potential clients for EB-5 investments by facilitating conversations with sports immigration lawyers and agencies• Formulated a new growth strategy for the wealth management sector to expand into five new states• Interviewed employees from the Dubai, Mumbai, Rio de Janeiro, and San Francisco offices to revise the employee onboarding handbook
    View
  • Pain Management Partners
    Summer Intern
    Pain Management Partners Jul 2020 - Aug 2020
    • Reviewed balance sheet and identified potential money-saving opportunities through the creation of medicine delivery routes• Established a medicine delivery service that optimized route design and reduced previous shipping costs• Responsible for assembling medical gear in new office location and setting up new twenty company computers
  • Andolinis
    Busboy/Food Runner
    Andolinis Sep 2017 - May 2018
    • Managed food and cleaning services for up to twenty patrons at a time on average for six hours a day• Garnered knowledge of different cultural backgrounds through working with a diverse group of individuals

Maxwell Levi Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Finance
  • Phillips Academy
    Phillips Academy

Frequently Asked Questions about Maxwell Levi

What company does Maxwell Levi work for?

Maxwell Levi works for Perennial

What is Maxwell Levi's role at the current company?

Maxwell Levi's current role is Wealth & Investment Management Associate @ Perennial Advisors.

What is Maxwell Levi's email address?

Maxwell Levi's email address is ml****@****ray.com

What schools did Maxwell Levi attend?

Maxwell Levi attended Texas Mccombs School Of Business, Phillips Academy.

Who are Maxwell Levi's colleagues?

Maxwell Levi's colleagues are Mala Sanchez, Jo Ayley, Thomas Geddes.

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