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
- Managing Director, Senior Wealth Advisor @ (February 2022 - Present)
- Principal @ Pineno Levin & Ford Asset Management (October 1994 - February 2022)
- Director of Equity Research @ (January 1984 - September 1994)
Jeff Levin Education
- University of Richmond - Robins School of Business
MBA (Business)
1984-1986 - University of Virginia 1977-1981
Jeff Levin Skills
- Advertising
- Alternative Investments
- Asset Allocation
- Asset Management
- Corporate Finance
- Equities
- Equity Research
- Investment Advisory
- Investment Management
- Investment Properties
- Investment Strategies
- Investments
- Investors
- Private Equity
- Real Estate
- Research
- Valuation
- PowerPoint
- Financial Modeling
- Data Analysis
- Microsoft Excel
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 MBA in Business @ University of Richmond - Robins School of Business. With a robust skill set that includes Advertising, Alternative Investments, Asset Allocation, Asset Management, Corporate Finance and more. Jeff Levin has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Dakota Wealth Management Employees
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Director, Senior Wealth Advisor
Syracuse, NY, US
Kurt Durrwachter
Managing Director
Sartell, MN, US
Jeffrey Goyette Sr
Managing Director, Senior Wealth Advisor
Harrisburg, PA, US
Leslie Metz
Chief Operating Officer and General Counsel
North Palm Beach, FL, US
Brett Orvieto
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Fort Lauderdale, FL, US
Lou della Valle
Managing Director
Mansfield, MA, US
Jeff Levin
Managing Director, Senior Wealth Advisor
Richmond, VA, US
Gina Bartell
Managing Director
Sartell, MN, US
Bryan Gregorich
Director of Operations, Principal
Cleveland, OH, US
Andrew Gerstner
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Palm Beach Gardens, FL, US
David Strachan
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Kennebunk, ME, US
Marilyn Rios
Managing Director, Senior Client Advisor
Portsmouth, NH, US
Joshua Crossman
Managing Director - Senior Wealth Advisor
Palm Beach Gardens, FL, US
Kayla Berg
Chief Compliance Officer, Principal
Palm Beach Gardens, FL, US
Tim Melly
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Philadelphia, PA, US
Luke B.
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Boston, MA, US
Donald Loveless
Managing Director
Billings, MT, US
Bryan K.
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Carly McAllister
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