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 @
- 1994 -2022 Principal @ Pineno Levin & Ford Asset Management
- 1984 -1994 Director of Equity Research @
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
- Equities
- Equity Research
- Investors
- Investment Strategies
- Real Estate
- Microsoft Excel
- Asset Management
- Private Equity
- Research
- Investment Properties
- Investment Management
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.
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Top Dakota Wealth Management Employees
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Gina Bartell
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David Strachan
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Marilyn Rios
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Joshua Crossman
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Timothy Schloesser
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Kayla Berg
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Tim Melly
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Luke B.
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