Sunday, December 29, 2024
HomeWealth ManagementFor Alex Levi, Authenticity Issues

For Alex Levi, Authenticity Issues


Alexandra Levi, managing accomplice and cofounder of Factor Monetary Group in New York Metropolis, is bold—and happy with it. After we sat down to speak (i.e., Zoom) along with her about her enterprise, the trade, and the challenges and alternatives for girls, she emphasised that ambition isn’t a nasty phrase. Actually, it’s simply a part of the key to success for Alex and her enterprise accomplice, JoanAnn Natola. Their staff’s mission is to be the very best at what they do—and authenticity of their interactions with purchasers is vital. However as with most companies, the previous yr has been fascinating, to say the least.

To have a good time Ladies’s Historical past Month, our Valiant Ladies of Commonwealth sequence is shining the highlight on ladies advisors who’re turning obstacles into alternatives—and sharing their recommendation on how different ladies can do the identical. On this dialog with Commonwealth’s Christin Clohosey, program supervisor in Follow Administration, Alex talks about stunning efficiencies her staff found within the digital surroundings, the place she envisions her agency will go subsequent, and why she believes monetary providers is an incredible enterprise for girls. Watch the video to study extra about Alex’s story.

Subsequent: Valiant Ladies of Commonwealth: Marilyn Wooden on Rising a Enterprise | Earlier: Valiant Ladies of Commonwealth: Getting Actual with Jessica Blood



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