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Anna Karin Levin DipPFS

Anna Karin Levin DipPFS

Head of Learning & Corporate Partnerships; Private Client Associate Partner

London, England, United Kingdom

Summary

Specialist in financial education and coaching for wealthy women — focuses on helping women wealth holders engage with advisers, build confidence managing inherited or held assets, and run workshops that translate technical financial topics into practical actions. thebeamnetwork+2
Experienced finance professional with a background across investment banking, private equity and corporate finance who has moved into client-facing advisory and learning roles. linkedin
Leader in learning and corporate partnerships — responsible for designing and delivering programmes and partnerships that scale financial education for The Beam Network's membership and external collaborators. thebeamnetwork+1
Public-facing contributor and speaker — appears in industry guides and at events, and contributes to practical guidance for wealth managers on engaging female clients and structuring supportive advisory relationships. co+2

Work

Education

Projects