Craig Levin, MBA

Treasurer & Chief Financial Officer (CFO)

Craig Levin, MBA

Treasurer & Chief Financial Officer (CFO)

Mr. Craig Levin serves as the Chief Financial Officer and Treasurer at Altruist Trust Co. & Fiduciary Services, Inc. (Altruist™), overseeing the company’s financial sustainability, client asset protection, and comprehensive adherence to regulatory standards. In this capacity, he spearheads detailed budgeting processes, rigorous financial analysis, and exacting regulatory reporting—critical pillars that ensure Altruist™ upholds the highest levels of integrity, transparency, and client confidence. As Treasurer, he also manages Altruist’s™ capital structure, liquidity, and internal controls, sustaining the organization’s long-term resilience and mission of serving beneficiaries with compassion and expertise.

Beyond directing the Finance & Accounting Department, Mr. Levin provides vital training on regulatory frameworks and compliance procedures, further safeguarding Altruist’s™ commitment to ethical fiduciary practices. His unwavering focus on business continuity fortifies the company’s stability, reassuring both current and prospective clients that Altruist™ maintains an uncompromising standard of professional care.

Before joining Altruist™, Mr. Levin spent 20 years at Verizon Wireless, including seven years as head of finance for the Pacific Northwest region. There, he honed the skills and leadership acumen that now bolster Altruist’s™ dedication to robust financial oversight and meticulous reporting. His experience with enterprise-level finance and operational refinement—particularly in a heavily regulated industry—translates into practical solutions that benefit Altruist’s™ clients and partners.

Mr. Levin holds an MBA in Finance from Seattle University and a Bachelor’s Degree in Business Administration from the University of Washington’s Michael G. Foster School of Business. He also devotes time to mentoring graduate students at the University of Washington Foster School of Business Management Consulting Program, reflecting his commitment to inspiring future leaders and advancing excellence in fiduciary service.

Skills & Expertise

  • Regulatory Compliance & Reporting, Business Continuity, and Stakeholder Confidence

  • Institutional Budgeting & Financial Modeling

  • Corporate Finance & Financial Strategy

  • Operational Efficiency & Process Optimization (Lean Six Sigma)

  • Strategic Financial Planning & Analysis (FP&A)

  • Leadership Development & Mentorship

Rely on Altruist’s™ Caring, Customer-First Approach to Trust Management