Alan Levy Email & Phone Number
Managing Director @ Bank of America Merrill Lynch
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Alan Levy Location
- Marlboro Township, NJ, US
Alan Levy Work
- Managing Director @ (February 2023 - Present)
- Director Global Sustainable Finance @ (April 2021 - February 2023)
- Chief Operating Officer @ (May 2020 - April 2021)
- COO and Senior Structurer @ (October 2006 - April 2020)
- Chief Operating Officer @ (August 2004 - September 2006)
- Senior Business Unit Finance Officer @ (March 1996 - August 2004)
- Director - Cross Asset Solutions and Strategies @ Bank of America merrill Lynch (January 2010 - January 2014)
- Treasury Accounting and Control @ (August 1994 - March 1996)
- Senior Accountant @ (February 1993 - August 1994)
- Senior Auditor @ (August 1990 - February 1993)
Alan Levy Education
- University at Albany
Bachelor of Science (B.S.) (Accounting)
1986-1990
Alan Levy Skills
- Accounting
- Product Development
- Structured Finance
- Trade Finance
- Fixed Income
- Regulatory Requirements
- Operations Management
- Renewable Energy
- Tax
- Financial Reporting
- Derivatives
- Credit Derivatives
- Investment Banking
- Asset Based Lending
- Securities Lending
- Trading
- Capital Markets
- Series 7
- Series 63
- Funding
- Finance
- Hedge Funds
- Investments
- Equities
- Equity Derivatives
- Due Diligence
- Corporate Finance
- Risk Management
- Credit Risk
- Financial Modeling
- Financial Risk
- Structured Products
- Business Valuation
- Asset Management
- Treasury
- Back Office
- Credit
- Alternative Investments
- Financial Services
- Securities
- Private Equity
- Options
- Bloomberg
- Portfolio Management
- FX Options
- Valuation
- Leadership
- Sales
- Strategic Planning
- Structural Engineering
- Services
- Back Office Operations
Alan Levy Summary
- Alan Levy, based in Marlboro Township, NJ, US, is currently a Managing Director at Bank of America Merrill Lynch. Alan Levy brings experience from previous roles at Bank of America Merrill Lynch, Nearwater Capital and Merrill Lynch. Alan Levy holds a 1986 - 1990 Bachelor of Science (B.S.) in Accounting @ University at Albany. With a robust skill set that includes Accounting, Product Development, Structured Finance, Trade Finance, Fixed Income and more. Alan Levy has 1 emails and 2 mobile phone numbers on RocketReach.
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