Dan Levin Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Dan Levin Location
- Blue Bell, PA, US
Dan Levin Work
- 2009 -now Executive Vice President and Wealth Management, Financial Advisor @
Dan Levin Education
- The University of Chicago Booth School of Business 2016-2016
- The Wharton School 2003-2003
- University of Richmond 1985-1989
Dan Levin Skills
- Portfolio Management
- Strategic Financial Planning
- Securities
- Financial Advisory
- Asset Management
- Investment Management
- Financial Planning
- Asset Allocation
- Alternative Investments
- Wealth
- Investments
- Equities
- Asset Managment
- Financial Analysis
- Wealth Management Services
- Retirement Income Strategies
- wealth management
- High Net Worth Individuals
- Retirement Planning
- Management
- Private Wealth
- Microsoft Office
- Business Strategy
- Business Development
Dan Levin 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 2016 - 2016 The University of Chicago Booth School of Business. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Securities, Financial Advisory, Asset Management and more. Dan Levin has 3 emails and 1 mobile phone numbers on RocketReach.
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