Bethany LeViere

Operations Manager / Firm Administrator

Location: Mount Pleasant


Education

  • Bachelor of Science in Business Administration with a Business Management Major, Central Michigan University

Specialties

  • Account applications and maintenance, trade processing, office and data management, client contact

Experience

  • Bethany has worked in the financial services industry since 2001 and has previously held her securities license as well as life insurance license.  Other work experience includes twelve years as a legal assistant.

Personal

  • Bethany has lived in the Mid-Michigan area all her life. Her favorite things are being outdoors and up north as often as possible. Fishing, reading, hunting, and playing with her dogs fill up her spare time.