Jay Levy Email & Phone Number
Senior Vice President, CFP®, CRPC® @ Measured Wealth Private Client Group, LLC
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Jay Levy Location
- Stratham, NH, US
Jay Levy Work
- 2019 -now Past Chair of the Wentworth Douglas Hospital Foundation Board of Directors @
- 2017 -2019 Chair of the Wentworth Douglass Hospital Foundation Board of Directors @
- 2008 -2017 Wentworth Douglas Hospital and Foundation Board of Directors - Vice Chairman @
- 2011 -now Senior Vice President, CFP®, CRPC® @
- 2011 -now Senior Vice President, CFP®, CRPC® @
- 2014 -2017 Member Board of Directors @ Portsmouth Museum of New Art
- 2014 -2014 Finance Committe Member @ Marilinda Garcia for U.S. Congress 2014
- 2011 -2011 New Hampshire Finance Chairman For the Pawlenty For President Campaign Committee @ Pawlenty For President 2011
- 2004 -2011 Financial Advisor @
- 2003 -2010 Chairman @ Portsmouth Chamber of Commerce Board of Directors
- 2007 -2008 NH Chair for John McCain For President 2008 @ Political
- 1995 -2004 Chief Financial Officer @ State Street Discount, Inc
- 1989 -1995 Vice President of Special Assets @ Bank of Boston/Amoskeag Bank/Banc One
Jay Levy Education
- Florida Atlantic University
BA (Accounting)
1978-1980 - University of Florida 1976-1978
Jay Levy Skills
- Strategic Financial Planning
- Financial Analysis
- Portfolio Management
- Finance
- Risk Management
- Investments
- Accounting
- Insurance
- Strategic Planning
- Leadership
- Financial Reporting
- Team Building
- Start-ups
- Financial Services
- Nonprofits
- Recruiting
- Retirement Planning
- Asset Management
- Budgets
- Business Planning
- Banking
- Wealth Management
- Business Strategy
- Auditing
- Strategy
- Securities
- Management
- Business Development
- CRM
- Small Business
- Mergers & Acquisitions
- Human Resources
- Analysis
- Process Improvement
- Employee Benefits
- Healthcare
- Professional Mentoring
- Fundraising
- Museums
- Microsoft Office
- Mergers and Acquisitions
- Event Planning
- Start Ups
Jay Levy Summary
- Jay Levy, based in Stratham, NH, US, is currently a Senior Vice President, CFP®, CRPC® at Measured Wealth Private Client Group, LLC. Jay Levy brings experience from previous roles at Wentworth-Douglass Hospital and Measured Wealth Private Client Group, LLC. Jay Levy holds a 1978 - 1980 BA in Accounting @ Florida Atlantic University. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Portfolio Management, Finance, Risk Management and more. Jay Levy has 5 emails and 1 mobile phone numbers on RocketReach.
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