David Levine Email & Phone Number
Chief Operating Officer @ Arete Wealth
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David Levine Location
- Boca Raton, FL, US
David Levine Work
- 2023 -now Chief Operating Officer @
- 2022 -2022 Chief Sales Officer and Relationship Manager at B. Riley Wealth Management @
- 2019 -2022 Chief Sales Officer and Relationship Manager @
- 2017 -2019 Executive Vice President, National Sales Manager @
- 2010 -2019 Director of Business Development @
- 2005 -2010 Executive Vice President @
- 2003 -2010 President @
- 1992 -1995 Private Banker and Investment Advisor @ Bankers Trust Company
- 1992 -1994 Director - Investment Advisory Services @ Nathan & Lewis
- 1990 -1992 Relationship Manager @ Chase Manhattan Bank
David Levine Education
- New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) (Finance)
1992-1995 - University of Pennsylvania
Bachelor of Arts (B.A.) (Economics & English)
1985-1988
David Levine Skills
- Series 7
- Series 63
- Series 65
- Retirement Planning
- College Savings Plans
- Wealth Management
- Mutual Funds
- Investment Advisory
- Fixed Annuities
- Securities
- Retirement
- Investments
- FINRA
- Asset Management
- Equities
- Strategic Financial Planning
- Risk Management
- Portfolio Management
- Hedge Funds
- Series 24
- Private Equity
- Capital Markets
- Financial Services
- Investment Banking
- Asset Allocation
- Investment Management
- Insurance
- Alternative Investments
- Investment Strategies
- Finance
- Options
- Fixed Income
- Banking
- Financial Advisory
- Private Placements
- Wealth Management Services
- Wealth
- Financial Risk
- Financial Planning
- Business Development
- Strategic Planning
- Sales Management
- Marketing
- Credit
- Management
- Strategic Financial
David Levine Summary
- David Levine, based in Boca Raton, FL, US, is currently a Chief Operating Officer at Arete Wealth. David Levine brings experience from previous roles at B. Riley Wealth Management, National Securities Corporation, National Securities Corp. & National Asset Management and National Securities Corp. David Levine holds a 1992 - 1995 Master of Business Administration (M.B.A.) in Finance @ New York University - Leonard N. Stern School of Business. With a robust skill set that includes Series 7, Series 63, Series 65, Retirement Planning, College Savings Plans and more. David Levine has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named David Levine
David Levine
Managing Director, Portfolio Manager
New York, NY, US
David Levine
CEO
Cleveland, OH, US
Top Arete Wealth Employees
Steven Mogul
Sr Wealth Advisor
Northbrook, IL, US
David Levine
Chief Operating Officer
Boca Raton, FL, US
Ken Bonal
Sr. Wealth Advisor
Manorville, NY, US
Daniel Diaz
Wealth Manager
California, United States
Adam Gonzalez
Financial Advisor
Miami, FL, US
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