Dan Levine Email & Phone Number

Vice President - Investment Operations @ FocusPoint Private Capital Group

5 free lookup(s).

Dan Levine Location

Irvine, CA, US

Dan Levine Work

2024 - now Vice President - Investment Operations @ FocusPoint Private Capital Group
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2021 - 2024 Investment Operations Senior Manager @ FocusPoint Private Capital Group
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2019 - 2021 Investment Operations Manager, Assistant Vice President @ FocusPoint Private Capital Group
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2017 - 2019 Global Investment Control Manager @ FocusPoint Private Capital Group
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2016 - 2017 Senior Order Management Analyst @ FocusPoint Private Capital Group
2014 - 2016 Investment Control Analyst @ FocusPoint Private Capital Group
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2011 - 2014 Research Analyst - Portfolio Engineer @ Fisher Investments
2010 - 2011 Research Associate - Portfolio Implementation @ Fisher Investments
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2007 - 2010 Client Account Coordinator @ Fisher Investments
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2006 - 2007 Intern @ Scottrade

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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

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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.

Dan Levine Emails

Found 2 emails

Dan Levine Phone Numbers

Found 5 phone numbers

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Philadelphia, PA, US
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Los Angeles, CA, US
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David Polak

Senior Vice President at FocusPoint Private Capital Group

New York, NY, US
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Joseph Lai

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New York, NY, US
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Ingrid Parl

Vice President, Investment Director at FocusPoint Private Capital Group

New York, NY, US
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