Prime Service Representative @ (March 2015 - May 2015)
Senior Disability Case Manager @ Liberty Mutual Insurance (November 2009 - March 2015)
Credit Manager @ (June 2009 - November 2009)
Financial Representative @ (May 2008 - May 2009)
Heather Levy Education
University of Connecticut School of Business
Bachelor of Science (BS) (Finance)
2005-2009
Heather Levy Skills
Strategic Financial Planning
Data Analysis
Investments
Risk Management
Microsoft Excel
Health Insurance
Strategic Planning
Financial Analysis
Disability Insurance
Life Insurance
Financial Planning
Heather Levy Summary
Heather Levy, based in Greenwich, CT, US, is currently a Brokerage Operations Analyst at Interactive Brokers. Heather Levy brings experience from previous roles at Interactive Brokers, Liberty Mutual Insurance, Wells Fargo Financial and Northwestern Mutual. Heather Levy holds a 2005 - 2009 Bachelor of Science (BS) in Finance @ University of Connecticut School of Business. With a robust skill set that includes Strategic Financial Planning, Data Analysis, Investments, Risk Management, Microsoft Excel and more. Heather Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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