Donna Levy Email & Phone Number
Managing Director @ Wealthspire Advisors
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Donna Levy Location
- New York, NY, US
Donna Levy Work
- Managing Director @ (January 2019 - Present)
- Chief Investment Officer @ Sontag Advisory (January 2000 - January 2019)
- Director of Investment Advisory Services @ Clarfeld Financial Advisors, Inc. (January 1998 - January 2000)
- Vice President and Investment Specialist @ Citibank Private Bank (January 1997 - February 1998)
- Analyst and Institutional Trader @ Safian Investment Research Inc (February 1995 - February 1996)
- Equity Analyst @ (January 1992 - January 1995)
Donna Levy Education
- Boston University
BS (Business Administration)
Donna Levy Skills
- Business Strategy
- Financial Modeling
- Project Management
- Public Speaking
- Finance
- Financial Analysis
- Venture Capital
- Fundraising
- Program Development
- Investment Strategies
- Disaster Recovery
Donna Levy Summary
- Donna Levy, based in New York, NY, US, is currently a Managing Director at Wealthspire Advisors. Donna Levy brings experience from previous roles at Sontag Advisory, Clarfeld Financial Advisors, Inc., Citibank Private Bank and Safian Investment Research Inc. Donna Levy holds a BS in Business Administration @ Boston University. With a robust skill set that includes Business Strategy, Financial Modeling, Project Management, Public Speaking, Finance and more. Donna Levy has 2 emails and 3 mobile phone numbers on RocketReach.
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