This week, Laurie Levin, a Business Banking Consultant with U.S. Bank--Supporting business owners through consultation & education to make empowered decisions with their finances.
She lives in Forestville, CA, nestled amongst the tall redwoods on the banks of the Russian River with her wife Corinne, their Frenchie Jupiter Jones, and professional mouser Gracie May Jones.
She is driven to educate business owners, giving them direct access to a business banker they can trust to meet them where they are and understand where they are headed before making recommendations.
She values well-being, community involvement, personal growth, adventure & abundance, and aligns her personal and professional goals with these core values.
Her career in financial services began in 2004, and today she has her dream role with a company she is proud to be a part of every single day.
When she is not working, you will find her clipped into her Peloton ( Leaderboard Name #LezziOnApelli), puttering around in her food or flower gardens, or snuggling her 2 sweet grandbabies - living her best life!
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How did you get into the financial services industry?
Debra is my sister. I am grateful for the opportunity to share my experience with her community.
Pause for a moment. Let me address those who are starting or managed to continue their businesses during a pandemic and all that accompanied this event. Children out of school, buildings closed, a whole new world of PPE when showing properties… and it just keeps going on and on. What I thought could be a couple of weeks has forever changed our lives. You are fierce, I commend you for staying committed to your path and being here to gain fellowship and support along the way. Now, how did I get into banking?
While working in a chiropractic office, I met a patient who was an insurance agent. She asked me if I would consider meeting with her managing partner and talking about a career change. I had no interest until she mentioned I could work my own schedule and have unlimited earning potential. As a single mom with small children, this was extremely attractive to me. I knew I was intelligent with a great work ethic, and yet somehow I believed that there was security in an hourly wage-earning job that I couldn’t get elsewhere. I took the leap and landed as a Life/Health/Long Term Care insurance agent who worked primarily with Seniors (who just so happened to want to see their insurance agent while my children were at school). I studied for and earned my Securities license 6 & 63 in the first few years and my business took off. I felt successful and inspired. Life handed me a tragic loss and the only way I knew to adapt was to change my scenery and move...500 miles from the place I had called home for 14 years. That move proved to be extremely difficult on my business with a lack of technology, seeing existing clients was halted, and building new clients in a saturated market was more difficult than I could manage in an already emotionally painful time. A dear elementary school friend had worked in banking and suggested I take what I knew and moved to a bank. I was sure I knew nothing about banking and wouldn’t be able to do the job (imposter syndrome was a frequent visitor in my headspace). Another leap, return to hourly wages and over a decade later here we sit, chatting about my career path. I was completely an accidental banker and extra grateful for the company I represent.