Ervin Lleshi
Financial Advisor | Growth & Development Director | 13+ Years of Experience | NYC Midtown | Greater Boston | Providence
- Role
- Growth & Development Director Financial Advisor at Northwestern Mutual
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Ervin Lleshi
With over 13 years of experience, I contribute to Northwestern Mutual as a Growth & Development Director and Financial Advisor, specializing in investment portfolio management, investment risk management, and business succession planning. My work is focused on helping individuals, families, and business owners design tailored financial strategies to meet their unique needs and goals. I am driven by a commitment to fostering financial clarity and long-term stability for clients. Collaborating with my team, I focus on delivering structured plans that support their financial futures and align with their aspirations. Equipped with a Chartered Financial Consultant® (ChFC®) designation, I strive to empower clients with informed decision-making and comprehensive financial guidance.
Experience
Growth & Development Director Financial Advisor
Oct 2024 — Present
Education
Queens College
Bachelor’s Degree, Finance
2007 — 2010
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