Senior Loan Originator and Relationship Manager @ (July 2023 - April 2024)
Lead Account Executive @ (December 2022 - August 2023)
Account Executive @ (August 2021 - May 2023)
Agency Owner @ (November 2018 - May 2023)
Managing Partner @ (November 2020 - August 2021)
VICE PRESIDENT NATIONAL ACCOUNTS @ (June 2017 - November 2020)
MEGATEL CAPITAL INVESTMENTS @ (July 2016 - May 2018)
SENIOR VICE PRESIDENT EXTERNAL WHOLESALER @ (July 2016 - January 2017)
PRESIDENT @ (October 2015 - June 2016)
VICE PRESIDENT BUSINESS DEVELOPMENT @ (October 2012 - September 2015)
EXECUTIVE VICE PRESIDENT and PARTNER @ (August 2011 - October 2012)
DIRECTOR OF BUSINESS DEVELOPMENT and DUE DILIGENCE OFFICER @ Investacorp, Inc. (June 1998 - August 2011)
Eric Levine Education
University of Connecticut
Bachelor's degree (Political Science and Government)
1982-1986
Eastern Connecticut State University
MAJOR – POLITICAL SCIENCE
Florida Atlantic University
CERTIFIED FINANCIAL PLANNER PROGRAM (CFP)
Eric Levine Skills
Alternative Investments
Asset Management
Business Development
Due Diligence
Employee Benefits
Investment Strategies
Investments
Leadership
Management
Mutual Funds
New Business Development
Retirement Planning
Sales
Securities
Securities Regulation
Series 63
Series 7
Trading
Wealth Management
Eric Levine Summary
Eric Levine, based in Atlanta, GA, US, is currently a Chief Executive Officer and Managing Partner at Trilith Funding LLC. Eric Levine brings experience from previous roles at Foundation CREF, CIVIC Financial Services and Allstate. Eric Levine holds a 1982 - 1986 Bachelor's degree in Political Science and Government @ University of Connecticut. With a robust skill set that includes Alternative Investments, Asset Management, Business Development, Due Diligence, Employee Benefits and more. Eric Levine has 2 emails and 3 mobile phone numbers on RocketReach.
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