David Levi Location
- Minneapolis, MN, US
David Levi Work
- 2022 - now Managing Director @
- 2011 - now Senior Managing Director @
- 1982 - now Tax Director @
David Levi Education
- University of Iowa
BBA (Accounting)
1978 - 1982
David Levi Skills
- Tax
- Estate Planning
- Estate Tax Planning
- Succession Planning
- Accounting
- Income Tax
- Closely Held Businesses
- Executive Compensation Planning
- CPA
- Tax Research
- Corporate Tax
- Tax Accounting
- Public Speaking
- Process Improvement
- Customer Service
- Sales
David Levi Summary
- David Levi, based in Minneapolis, MN, US, is currently a Managing Director at CBIZ. David Levi brings experience from previous roles at CBIZ MHM, LLC. David Levi holds a 1978 - 1982 BBA in Accounting @ University of Iowa. With a robust skill set that includes Tax, Estate Planning, Estate Tax Planning, Succession Planning, Accounting and more. David Levi has 2 emails and 3 mobile phone numbers on RocketReach.
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Top CBIZ Employees
Richard Willetts
President National Programs Division
Philadelphia, PA, US
Anne Long
President, Individual Insurance Solutions
Northfield, NJ, US
Jeff Maas
President
Minneapolis, MN, US
Gregory Skoda
Co-Founder
Cleveland, OH, US
Lou Amato
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Avon-by-the-Sea, NJ, US
Doug Gwilliam
President
San Diego, CA, US
Eric Munninghoff
President Employee Benefits - Colorado and Texas
Kansas City, MO, US
Donna Mirandola
Chief Marketing Officer
New York, NY, US
Caitlin Waters
President - Employee Benefits, Kansas City
Kansas City, MO, US
Brian Dean
President, Retirement & Investment Solutions
Brecksville, OH, US
Polly Thomas
Chief Operating Officer- Benefits and Insurance
Leawood, KS, US
Samuel Donio
President
Hightstown, NJ, US
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