field director | financial advisor at northwestern mutual@ Northwestern Mutual
New York, New York, United States
Ervin Lleshi, ChFC® CLU® CLTC®
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The American College of Financial Services
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FlashIntel GPTErvin Lleshi, ChFC(r) CLU(r) CLTC(r) is a highly experienced financial professional with 13.3 years of work experience. He specializes in investments, financial analysis, risk management, and wealth management. Based in the United States, Ervin has worked in various roles, including Financial Advisor at Northwestern Mutual and Alliance Global Partners. He is passionate about helping others and has a deep understanding of their financial lives. Ervin is dedicated to developing structured plans that provide structure to their financial lives. He is also passionate about helping others and inspiring others.
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About
I understand that financial planning means something unique to everyone. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future. Let’s talk! -Ervin Lleshi
Work Experience
field director | financial advisor at northwestern mutual
Financial Advisor
Financial Services
Ervin Lleshi, ChFC® CLU® CLTC®'s Professional Milestones
- Banker (2011-09-01~2012-05-01): Ensuring seamless operations by establishing a loyal client base and consistently meeting delivery targets.
- Financial Advisor (2012-05-01~2013-01-01): Provided strategic financial guidance to clients, helping them unlock lucrative savings and maximize their returns.
Education
Financial Planning And Services
2016-2018Skill
Investments
Financial Analysis
Finance
Risk Management
Financial Planning
Wealth Management
Securities
Financial Advisory
Financial Modeling
Fixed Income
Retirement
Public Speaking
Passion For Helping Others
Keen Listener
Inspiring People
Mutual Funds
Start Ups
Marketing
Establishing Relationships
Estate Planning
Asset Allocation
Fundraising
Negotiation
Business Planning
Leadership
Tax Advantaged Investment Strategies
Investment Advisory
Social Networking
Retirement Planning
Personal Planning Analysis
Certification
Colleagues
Brently Perrigo
Business Owner | Financial Advisor
Preeti Mudili
Engineering Leader | Cloud Architect | Agile | Kafka | DevOps Automation | Transformation | OpenShift | Kubernetes | Safe® 5 Product Owner | Product Manager
Jennifer Schmidt
owner finn s fresh market llc
Samuel Landis
Small Business Owner | Entrepreneur
Meet Patel
Financial Representative | Business Owner
Other Named Ervin Lleshi, ChFC® CLU® CLTC®
Frequently asked questions
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Ervin Lleshi, ChFC® CLU® CLTC® works for Northwestern Mutual
Ervin Lleshi, ChFC® CLU® CLTC®'s role in Northwestern Mutual is field director | financial advisor at northwestern mutual
Ervin Lleshi, ChFC® CLU® CLTC® works in the industry of Financial Services
Ervin Lleshi, ChFC® CLU® CLTC®'s colleagues are Brently Perrigo,Preeti Mudili,Jennifer Schmidt
Ervin Lleshi, ChFC® CLU® CLTC®'s latest job experience is field director | financial advisor at northwestern mutual at Northwestern Mutual
Ervin Lleshi, ChFC® CLU® CLTC®'s latest education in The American College of Financial Services
