David Levenson Email & Phone Number
Investment Manager and Financial Planner @ Value Monitoring, Inc
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David Levenson Location
- Menlo Park, CA, US
David Levenson Work
- 2006 -now Investment Manager and Financial Planner @
- 2004 -now Investment Analyst @
David Levenson Education
- New York University
Certified Financial Planner (Financial Planning)
2010-2012 - UC San Diego
Ph.D (Oceanography)
1997-2004 - University of California, Santa Cruz
B.A, M.Sc (Marine Biology/Marine Science)
1991-1997 - Yale School of Management
Certified Investement Management Analyst (CIMA) Education Course
2020
David Levenson Skills
- Investment Management
- Strategic Financial Planning
- Personal Tax Planning
- Investment Strategies
- Certified Financial Planner
- Tax Planning
- Financial Markets
- Strategic Planning
David Levenson Summary
- David Levenson, based in Menlo Park, CA, US, is currently a Investment Manager and Financial Planner at Value Monitoring, Inc. David Levenson brings experience from previous roles at Performance Analysis Inc. David Levenson holds a 2010 - 2012 Certified Financial Planner in Financial Planning @ New York University. With a robust skill set that includes Investment Management, Strategic Financial Planning, Personal Tax Planning, Investment Strategies, Certified Financial Planner and more. David Levenson has 2 emails on RocketReach.
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