Charles Levine Location
Florham Park, NJ, US
Charles Levine Work
- 2009 - now Senior Vice President - Wealth Management @ UBS Group AG
- 1988 - 2009 Financial Advisor @ Morgan Stanley
- 1984 - 1998 Financial Advisor @ Merrill Lynch
- 1986 - 1988 Accounting Supervisor @ Merrill Lynch
Charles Levine Education
- Fordham University
MBA - Finance (Finance)
1981 - 1985 - SUNY Albany
Bachelor of Science (Accounting)
1974 - 1978
Charles Levine Skills
- Customer Service
- Training
- Fixed Income
- Series 63 65
- Wealth Management
- Market Research
- Life and Health Insurance Licensed
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
Charles Levine Summary
Charles Levine, based in Florham Park, NJ, US, is currently a Senior Vice President - Wealth Management at UBS Wealth Management. Charles Levine brings experience from previous roles at Morgan Stanley Smith Barney and Merrill Lynch. Charles Levine holds a 1981 - 1985 MBA - Finance in Finance @ Fordham University. With a robust skill set that includes Customer Service, Training, Fixed Income, Series 63 65, Wealth Management and more. Charles Levine has 4 emails and 3 mobile phone numbers on RocketReach.
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