Levi Boldt

Levi Boldt has been working in the financial industry for over 15 years. Levi started their career as a branch manager at US Bank in 2002. In 2004, they transitioned to National City Bank as a financial consultant. Levi then moved to UBS Wealth Management in 2006 as a financial advisor before joining Transamerica in 2007 as a retirement plan specialist. In their current role as an investment analyst at the City of Grand Rapids, Levi is responsible for retirement plan consulting, administration, and employee education / marketing. Levi has also been instrumental in helping the city transition its retirement plan following five separate merger & acquisition transactions. Levi holds a bachelor's degree in finance from the University of Minnesota.

Levi Boldt's educational career includes a BS in Philosophy & Levi'story of Science from Michigan State University as well as certification from the Association of Public Treasurers of the US & Canada in Advanced Certified Public Funds Investment Manager.

They are on a team with Aeron White - Accountant I, Jesse Bradley - Accountant I, and Teresa Grinstern - Accountant I. Levi Boldt reports to Phillip Longoria, Administrative Analyst II.