Courtney Levit
Assistant VP @ Lenox Advisors | Training Operations, SME
- Role
- Assistant Vice President, Operations at Lenox Advisors
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Courtney Levit
As AVP of Training at Lenox Advisors, I specialize in developing and delivering strategic training programs that empower financial advisors, their teams, and asset management professionals to thrive within our evolving platform ecosystem. With over a decade of experience in financial operations, I combine deep subject matter expertise in Lenox and MMLIS platforms with a passion for coaching, process improvement, and innovation.I lead initiatives that streamline onboarding, enhance service processes, and reduce inefficiencies through impactful curriculum design, CRM platform optimization, and collaborative project management. My role bridges the gap between operations and strategy, ensuring our teams are equipped with the tools, knowledge, and confidence to drive long-term success for our clients and business.
Experience
Assistant Vice President, Operations
Feb 2022 — Present · New York, NY, US
As AVP of Training at Lenox Advisors, I specialize in developing and delivering strategic training programs that empower financial advisors, their teams, and asset management professionals to thrive within our evolving platform ecosystem. With over a decade of experience in financial operations, I combine deep subject matter expertise in Lenox and MMLIS platforms with a passion for coaching, process improvement, and innovation.I lead initiatives that streamline onboarding, enhance service processes, and reduce inefficiencies through impactful curriculum design, CRM platform optimization, and collaborative project management. My role bridges the gap between operations and strategy, ensuring our teams are equipped with the tools, knowledge, and confidence to drive long-term success for our clients and business.
Skills
- Time Management
- Customer Service
- Retirement Planning
- Sales
- Finance
- Life Insurance
- Social Networking
- Outlook
- Disability Insurance
- Long Term Care Insurance
- Microsoft Office
- Social Media
- Teamwork
- Event Planning
- Microsoft Excel
- Data Entry
- Access
- Microsoft Word
- Powerpoint
- Inventory Management
- Social Media Marketing
- Customer Satisfaction
- Online Research
- Personal Financial Planning
- Term Life Insurance
- Whole Life
- Insurance Software
- Salesforce.com
- Investments
- Financial Services
- Training
- Team Building
- Risk Management
- Sales Management
- Strategic Planning
- Financial Analysis
- Financial Planning
- Insurance
- New Business Development
- Microsoft Outlook
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