Brett Levy's Location
Texas, United States
Brett Levy's Work
- Senior Vice President - Investment Officer @ Wells Fargo Advisors
- Senior Vice President - Senior Wealth Management Advisor @ Merrill Lynch
- Vice President @ Oppenheimer & Co. Inc.
- Audit and Business Advisory Services @ PwC
Brett Levy's Education
- University of Texas
Bachelor Of Business Administration (Accounting, Finance)
1993 - 1998 - Pearce High School1989 - 1993
Brett Levy's Skills
- Finance
- Strategic Planning
- Financial Analysis
- Due Diligence
- Wealth Management
- Sales
- Financial Modeling
- Mergers and Acquisitions
- Management
- Investments
Brett Levy's Summary
Brett Levy, based in Texas, United States, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors, bringing experience from previous roles at Merrill Lynch, Oppenheimer & Co. and PricewaterhouseCoopers. Brett Levy holds a 1993 - 1998 Bachelor Of Business Administration in Accounting, Finance @ University of Texas. With a robust skill set that includes Finance, Strategic Planning, Financial Analysis, Due Diligence, Wealth Management and more, Brett Levy contributes valuable insights to the industry. Brett Levy has 5 emails and 1 mobile phone number on RocketReach.
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