David Levine Email & Phone Number
Chief Executive Officer @ Arete Wealth
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David Levine Location
- Boca Raton, FL, US
David Levine Work
- Chief Executive Officer @ (January 2026 - Present)
- Chief Operating Officer @ (January 2023 - January 2026)
- Chief Sales Officer and Relationship Manager at B. Riley Wealth Management @ (July 2022 - October 2022)
- Chief Sales Officer and Relationship Manager @ (June 2019 - July 2022)
- Executive Vice President, National Sales Manager @ (January 2017 - June 2019)
- Director of Business Development @ (January 2010 - June 2019)
- Executive Vice President @ (May 2005 - March 2010)
- President @ Summit Capital Management Group, LLC (January 2003 - January 2010)
- Private Banker and Investment Advisor @ Bankers Trust Company (January 1992 - January 1995)
- Director - Investment Advisory Services @ Nathan & Lewis (January 1992 - January 1994)
- Relationship Manager @ Chase Manhattan Bank (January 1990 - January 1992)
David Levine Education
- NYU 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 Executive Officer at Arete Wealth. David Levine brings experience from previous roles at Arete Wealth, B. Riley Wealth Management, National Securities Corporation and National Securities Corp. & National Asset Management. David Levine holds a 1992 - 1995 Master of Business Administration (M.B.A.) in Finance @ NYU 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 3 mobile phone numbers on RocketReach.
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