Levi Smith

Levi Smith is a Senior Team Manager with over 10 years of diverse experience in customer service, training, coaching, and general management. Previously, Levi served as a High Net Worth Financial Specialist at Charles Schwab, where they excelled in client advocacy and performance metrics. As the Membership Services Coordinator for Delta Sigma Phi Fraternity, they supported the organization through vendor management and membership assistance. Levi holds a Bachelor’s Degree in Geography from Indiana University-Purdue University at Indianapolis and is licensed with Series 7, 63, 9, and 10.