Emily Levine Email & Phone Number
Investment Operations Specialist @ AAFCPAs Wealth Management
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Emily Levine Location
- Hopkinton, MA, US
Emily Levine Work
- 2019 -now Investment Operations Specialist @
- 2016 -2018 Associate Advisor @
- 2008 -2016 Institutional Client Service @
- 2006 -2008 Marketing @
- 2004 -2006 Strategic Growth Associate @
- 2002 -2004 Institutional Client Services Associate @
Emily Levine Education
- Florida State University
Bachelor of Science (Business)
1998-2002
Emily Levine Skills
- Investment Strategies
- Trading Systems
- Client Reporting
- Investment Modeling
- Regulatory Compliance
- Investment Manager Selection
- Tamarac Trading and Reporting
- Portfolio Optimization
- Series 7
- Series 65
- Series 63
- Investments
- Financial Planning
- Tax Planning
- Client Services
- Operations
- Mutual Funds
- Asset Allocation
Emily Levine Summary
- Emily Levine, based in Hopkinton, MA, US, is currently a Investment Operations Specialist at Highsight, LLC. Emily Levine brings experience from previous roles at Financial Foundations, Inc, Eaton Vance, Bny Mellon and Forrester. Emily Levine holds a 1998 - 2002 Bachelor of Science in Business @ Florida State University. With a robust skill set that includes Investment Strategies, Trading Systems, Client Reporting, Investment Modeling, Regulatory Compliance and more. Emily Levine has 1 emails and 2 mobile phone numbers on RocketReach.
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