Alec Levy Location
San Francisco, CA, US
Alec Levy Work
- 2024 - now Vice President, Client Advisor @ Bernstein Private Wealth Management
- 2021 - now Client Advisor @ Bernstein Private Wealth Management
- 2020 - 2021 Senior Associate @ Bernstein Private Wealth Management
- 2018 - 2020 Private Client Associate @ Bernstein Private Wealth Management
- 2017 - 2017 Financial Sales Intern @ People's United Bank, N.A.
- 2016 - 2016 Global Wealth Management Intern @ Merrill Lynch
Alec Levy Education
- University of Florida
Master of Science in Finance, Finance, General (Finance, General)
2017 - 2018 - University of Florida - Warrington College of Business
Bachelor's, Finance (Finance)
2014 - 2017
Alec Levy Summary
Alec Levy, based in San Francisco, CA, US, is currently a Vice President, Client Advisor at Bernstein Private Wealth Management. Alec Levy brings experience from previous roles at Bernstein Private Wealth Management and People's United Bank, N.A.. Alec Levy holds a 2017 - 2018 Master of Science in Finance, Finance, General in Finance, General @ University of Florida. Alec Levy has 3 emails and 2 mobile phone numbers on RocketReach.
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