Jeff Levin Email & Phone Number

Managing Director, Senior Wealth Advisor @ Dakota Wealth Management

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Jeff Levin Location

Richmond, VA, US

Jeff Levin Work

2022 - now Managing Director, Senior Wealth Advisor @ Dakota Wealth Management
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1994 - 2022 Principal @ Pineno Levin & Ford Asset Management
1984 - 1994 Director of Equity Research @ Scott & Stringfellow
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Jeff Levin Education

University of Richmond - Robins School of Business
1984 - 1986
University of Virginia
1977 - 1981

Jeff Levin Skills

Alternative Investments
PowerPoint
Corporate Finance

Valuation
Financial Modeling
Data Analysis
Investments
Advertising
Investment Advisory
Asset Allocation

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Jeff Levin Summary

Jeff Levin, based in Richmond, VA, US, is currently a Managing Director, Senior Wealth Advisor at Dakota Wealth Management. Jeff Levin brings experience from previous roles at Pineno Levin & Ford Asset Management and Scott & Stringfellow. Jeff Levin holds a 1984 - 1986 University of Richmond - Robins School of Business. With a robust skill set that includes Alternative Investments, PowerPoint, Corporate Finance, Valuation, Financial Modeling and more. Jeff Levin has 1 emails and 1 mobile phone numbers on RocketReach.

Jeff Levin Emails

Found 1 emails

@dakotawm.com

Jeff Levin Phone Numbers

Found 5 phone numbers

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Top Dakota Wealth Management Employees

Andrew Gerstner

Head Trader at Dakota Wealth Management

Palm Beach Gardens, FL, US
1
- dakotawm.com
1
- +1 913-461-XXXX
Bryan Gregorich

Director of Operations, Principal at Dakota Wealth Management

Cleveland, OH, US
1
- dakotawm.com
3
- +1 440-285-XXXX
- +1 440-313-XXXX
- +1 440-413-XXXX
Marie Albin

Director, Marketing and Communications at Dakota Wealth Management

West Palm Beach, FL, US
5+
- +1 561-214-XXXX
- +1 561-615-XXXX
- +1 617-912-XXXX
- +1 561-691-XXXX
- +1 617-912-XXXX
- +1 617-912-XXXX

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