Dan Levine Email & Phone Number
Vice President - Investment Operations @ FocusPoint Private Capital Group
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Dan Levine Location
- Irvine, CA, US
Dan Levine Work
- 2024 -now Vice President - Investment Operations @
- 2021 -2024 Investment Operations Senior Manager @
- 2019 -2021 Investment Operations Manager, Assistant Vice President @
- 2017 -2019 Global Investment Control Manager @
- 2016 -2017 Senior Order Management Analyst @
- 2014 -2016 Investment Control Analyst @
- 2011 -2014 Research Analyst - Portfolio Engineer @
- 2010 -2011 Research Associate - Portfolio Implementation @
- 2007 -2010 Client Account Coordinator @
- 2006 -2007 Intern @
- 2006 -2006 Intern @
Dan Levine Education
- Syracuse University
Bachelor of Science (BS) (Finance)
- Lexington High School
Dan Levine Skills
- Equities
- Asset Management
- Portfolio Management
- Investments
- Capital Markets
- Investment Strategies
- Bloomberg
- Asset Allocation
- Risk Management
- Securities
- Valuation
- Alternative Investments
- Fixed Income
- Financial Modeling
Dan Levine Summary
- Dan Levine, based in Irvine, CA, US, is currently a Vice President - Investment Operations at Capital Group. Dan Levine brings experience from previous roles at Capital Group. Dan Levine holds a Bachelor of Science (BS) in Finance @ Syracuse University. With a robust skill set that includes Equities, Asset Management, Portfolio Management, Investments, Capital Markets and more. Dan Levine has 2 emails and 1 mobile phone numbers on RocketReach.
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