Dan Levin Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
Dan Levin's Location
Blue Bell, PA, US
Dan Levin's Education
- University of Richmond
BA (History)
1985 - 1989 - The Wharton School
CIMA® (Certified Investment Management Analyst)
2003 - 2003 - The University of Chicago Booth School of Business
CPWA® (Certified Private Wealth Advisor)
2016 - 2016
Dan Levin's Skills
- Strategic Financial Planning
- Financial Planning
- Equities
- Asset Managment
- Asset Allocation
- Wealth Management Services
- Management
- Securities
- Asset Management
- Wealth
Dan Levin's Summary
Dan Levin, based in Blue Bell, PA, US, is currently a Executive Vice President and Wealth Management, Financial Advisor at 1776 Capital Management Group at Janney Montgomery Scott, LLC. Dan Levin holds a 1985 - 1989 BA in History @ University of Richmond. With a robust skill set that includes Strategic Financial Planning, Financial Planning, Equities, Asset Managment, Asset Allocation and more, Dan Levin contributes valuable insights to the industry. Dan Levin has 2 emails on RocketReach.
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