Evan Levy Email & Phone Number
CERTIFIED FINANCIAL PLANNER @ NestEgg Advisors, Inc.
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Evan Levy Location
- New York, NY, US
Evan Levy Work
- CERTIFIED FINANCIAL PLANNER @ (May 2019 - Present)
- Financial Advisor @ (January 2018 - May 2019)
- Financial Advisor @ (August 2016 - December 2017)
- Financial Advisor @ (April 2013 - August 2016)
Evan Levy Education
- Queens College
Bachelor of Business Administration (BBA) (Finance, General)
2008-2012
Evan Levy Skills
- Microsoft Office
- Investments
- Risk Management
- Banking
- Financial Analysis
- Insurance
- Series 7
- Retirement Planning
- Wealth Management
Evan Levy Summary
- Evan Levy, based in New York, NY, US, is currently a CERTIFIED FINANCIAL PLANNER at NestEgg Advisors, Inc.. Evan Levy brings experience from previous roles at Morgan Stanley, Merrill Lynch and AXA Advisors, LLC. Evan Levy holds a 2008 - 2012 Bachelor of Business Administration (BBA) in Finance, General @ Queens College. With a robust skill set that includes Microsoft Office, Investments, Risk Management, Banking, Financial Analysis and more. Evan Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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