Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
Generic
LEVIN WILSON

LEVIN WILSON

Summary

Passionate, top producing consultant sought after for personality, work ethic, and the perspective provided in a high-demand role. Trusted consultant and top of field within peer group.

Overview

10
10
years of professional experience

Work History

Sr. Regional Director

Principal Asset Management
Denver, CO
11.2023 - Current
  • Cultivated Principal relationships across wire house, RIA, independent, and bank channels in Colorado, Utah, New Mexico, and Wyoming.
  • Raised $430M in 2024, $505M in 2025 (exceeded goal both years)
  • On pace for +50% year-over-year growth in ETF sales in 2026 - from $47m in 2025 on pace for $72m in 2026
  • Ranked in top 25% of peers for activity metrics in 2024, 2025, and 2026, reflecting strong performance and dedication to business growth.
  • Educated financial advisors with market updates and product solutions, enhancing their client engagement and investment strategies.
  • Presented on capital market outlooks and exit planning strategies for business owners, collaborating with Principal Advanced Solutions department to drive client success.

Sr. Regional Consultant

Putnam Investments
Denver, CO
07.2021 - 10.2023
  • Managed all Putnam relationships at the wire house, RIA, independent, and bank channels in Colorado, Utah, and New Mexico.
  • Raised $325M in 2022, $365M in 2023
  • Leader in sales for SMA & ETF wrappers, ranking in top 25% vs company peers
  • Ranking top 30% in advisor growth at Putnam, top 25% in advisor retention
  • Educated financial advisors on market updates and tailored product solutions
  • Consulted with advisors on practice management strategies tailored to individual needs
  • Presented on capital market outlooks, social media branding, and tax planning strategies to mitigate tax risk

Senior Associate Consultant

Putnam Investments
Boston, MA
01.2018 - 06.2021
  • Collaborated with external consultant to coordinate efforts across all channels in Colorado, Utah, and New Mexico

Dealer Market Services & Client Service Representative

Putnam Investments
06.2016 - 12.2018

Education

Bachelor of Science - Finance

Rivier University
Nashua, NH
05-2016

Skills

  • Territory management
  • Business development
  • Consultative sales
  • Portfolio construction
  • Practice growth consulting
  • Public speaking
  • CEPA®
  • Series 6, 7, 63, 65

Hobbies and Interests

  • Sporting events
  • Mountain Biking
  • Golf
  • Skiing
  • Camping with my family

Timeline

Sr. Regional Director

Principal Asset Management
11.2023 - Current

Sr. Regional Consultant

Putnam Investments
07.2021 - 10.2023

Senior Associate Consultant

Putnam Investments
01.2018 - 06.2021

Dealer Market Services & Client Service Representative

Putnam Investments
06.2016 - 12.2018

Bachelor of Science - Finance

Rivier University
LEVIN WILSON