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
- 2023 -now Managing Director @
- 2021 -2023 Director Global Sustainable Finance @
- 2020 -2021 Chief Operating Officer @
- 2006 -2020 COO and Senior Structurer @
- 2004 -2006 Chief Operating Officer @
- 1996 -2004 Senior Business Unit Finance Officer @
- 2010 -2014 Director - Cross Asset Solutions and Strategies @ Bank of America merrill Lynch
- 1994 -1996 Treasury Accounting and Control @
- 1993 -1994 Senior Accountant @
- 1990 -1993 Senior Auditor @
Alan Levy Education
- State University of New York 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 @ State University of New York 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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