David Levine Email & Phone Number
Chief Operating Officer @ Arete Wealth
5 free lookup(s).
No credit card required.
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.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Levine?
Find contact details for 700 million professionals.
Others Named David Levine
David Levine
Managing Director
Wayne, NJ, US
David Levine
President, CEO
Pittsburgh, PA, US
David Levine
CEO
Cleveland, OH, US
David Levine
Founder and CEO
Houston, TX, US
Top Arete Wealth Employees
Linda Gerstman
Associate General Counsel
Glencoe, IL, US
Steven Mogul
Sr Wealth Advisor
Northbrook, IL, US
Joshua Rogers
Executive Chairman of the Board
Chicago, IL, US
David Levine
Chief Operating Officer
Boca Raton, FL, US
Todd Doorenbos
Director of Capital Markets
Iowa, United States
Ken Bonal
Sr. Wealth Advisor
Manorville, NY, US
David Hock
Chief Financial Officer
Lake Oswego, OR, US
Micah Rayner
Vice President Operations
Mount Juliet, TN, US
Daniel Diaz
Wealth Manager
California, United States
Michelle Galeski
Registered Representative
Overland Park, KS, US
Heidi Flanagan
Senior Vice President, Operations
Chicago, IL, US
George Doyle
SVP
New York, NY, US
Cali Guido
Executive Personal Assistant
Chicago, IL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co