Steven Levenson Email and Phone Number
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Dynamic FinTech sales professional specializing in investment management, with extensive experience as an Investment Adviser and SVP. I excel in driving revenue growth, developing strategic sales initiatives, and accelerating sales cycles.- Dual citizen in the US & Italy
Western Financial Corporation
View- Website:
- westfincorp.com
- Employees:
- 16
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Executive Vice President, Financial AdvisorWestern Financial CorporationEagle, Id, Us
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Enterprise Sales Leader - Investment ManagementClearwater Analytics Apr 2024 - PresentBoise, Idaho, UsSpecialize in driving growth for investment managers managing $20 billion in AUM and below. My role involves consulting with key stakeholders, including operations teams, to deliver comprehensive front-to-back office solutions that meet the unique needs of each client. By focusing on accelerating revenue and optimizing processes, I assist investment management firms in streamlining their operations across their front-middle-back offices and aid in their ability to achieve their strategic objectives.Established in 2004, Clearwater Analytics boasts global headquarters in Boise, Idaho, and a presence in major financial hubs such as New York, Edinburgh, London, France, San Francisco, Seattle, and Singapore. Trusted by industry leaders, Clearwater Analytics reports on over $7.3 trillion in assets. -
Key Partnerships Account Executive - Wealth ManagementYcharts Jan 2024 - Apr 2024Chicago, Illinois, Us -
Account Executive - Wealth ManagementYcharts Jan 2023 - Apr 2024Chicago, Illinois, UsYCharts is an investment research platform that enables smarter investments and better client communications, serving a client base of more than 5,000 RIAs, financial planners, and asset managers who oversee more than $750 billion in assets. YCharts helps investing professionals easily demonstrate their value to clients and prospects with tools that enhance client engagements and simplify often complex financial topics using visuals. A leading financial research platform, YCharts offers comprehensive data, powerful visualization tools, and advanced analytics for equity, mutual fund, and ETF data and analysis. As a modern, user-friendly platform for security research, portfolio construction, idea generation, and market monitoring, YCharts enables vast time savings and serves as an affordable alternative to terminal-based tools.
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Senior Vice PresidentWestern Financial Corp. Jan 2019 - Dec 2022During my tenure as Senior Vice President at Western Financial Corporation, I assisted in growing and retaining assets under management (AUM). As a trusted fiduciary, I served individuals, families, and corporate retirement plans, ensuring their financial goals were met with integrity and expertise. Through quarterly consultations, I provided personalized guidance, comprehensive portfolio management, and tailored retirement planning strategies to optimize their wealth. With a keen eye for market trends and a deep understanding of investment opportunities, I consistently delivered exceptional results, fostering long-term relationships built on trust and transparency.
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Vice PresidentWestern Financial Corp. Jan 2017 - Jan 2019
Steven Levenson Skills
Steven Levenson Education Details
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Northern Arizona UniversityCommunication And Media Studies -
Valhalla High School
Frequently Asked Questions about Steven Levenson
What company does Steven Levenson work for?
Steven Levenson works for Western Financial Corporation
What is Steven Levenson's role at the current company?
Steven Levenson's current role is Executive Vice President, Financial Advisor.
What is Steven Levenson's email address?
Steven Levenson's email address is st****@****orp.com
What is Steven Levenson's direct phone number?
Steven Levenson's direct phone number is +161997*****
What schools did Steven Levenson attend?
Steven Levenson attended Northern Arizona University, Valhalla High School.
What skills is Steven Levenson known for?
Steven Levenson has skills like Investments, Asset Allocation, Risk Management, Portfolio Analysis, Customer Service, Leadership, Social Media, Public Speaking, Microsoft Word.
Who are Steven Levenson's colleagues?
Steven Levenson's colleagues are Julia Jeub.
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