Joel Levy Email & Phone Number
Managing Director | Portfolio Manager and Trader @ Nuveen, a TIAA company
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Joel Levy Location
- Charlotte, NC, US
Joel Levy Work
- 2025 - now Chairman, Investment Company Institute’s (ICI) - Municipal Advisory Board @
- 2011 - now Managing Director | Portfolio Manager and Trader @
- 2005 - 2019 Adjunct Professor, Economics (Evening Division) @
- 2015 - 2015 Legal Intern - Local Government Commission @
- 2010 - 2011 Assistant Vice President, Senior Analyst, Bank of America Home Loans Division @
- 2007 - 2010 Assistant City Treasurer: Municipal Bond Capital Markets Debt Manager @
- 2004 - 2007 Team Lead, Senior Consultant - Corporate Financial Enterprise Risk Management @
- 2002 - 2004 Senior Budget Analyst @ Albany County Government
- 1999 - 2004 Financial and Political Journalist @ Albany Broadcasting Company, Inc.
- 1995 - 1996 US Congressional Intern @ United States Congress
Joel Levy Education
- Georgetown University Law Center
Master of Laws - LLM (Securities & Financial Regulation LL.M.)
- Duke University
Certificate (Executive Education: Treasury Management )
- Saint Leo University
Doctor of Theology - ThD (Applied Theology)
- Wake Forest University
Masters of Business Administration (MBA) (Academic Scholarship Recipient)
- Charlotte School of Law
Juris Doctor (J.D.) (Law)
- State University of New York at Albany
Masters Degree (Major: Economics)
- State University of New York at Albany
Bachelors Degree (Economics and Business Administration)
Joel Levy Skills
- Financial Statements
- Municipal Bonds
- Trading
- Fixed Income
- Portfolio Management
- Asset Management
- Financial Analysis
- Financial Modeling
- Finance
- Economics
- Capital Markets
- Strategy
- Investment Banking
- Banking
- Investments
- Data Analysis
- Credit Analysis
- Accounting
- Project Management
- Corporate Finance
- Bonds
- Research
- Securities
- Derivatives
- Equities
- Risk Management
- Credit
- Mutual Funds
- Alternative Investments
- Hedge Funds
- Financial Services
- Analytics
- Wealth Management
- Big 4
- Bloomberg Terminal
- Management
- Leadership
- Thought Leadership
- Executive Management
- Working with Investors
- Public Finance
- Law
- Socially Responsible Investing
- Tax-exempt
- Investment Management
- Fixed Income Portfolio Management
- Traders
- Bloomberg
- Investment Research
- ETFs
- Analysis
- Forecasting
- Fixed Income Analysis
- Regression
- CDR
- Fixed Income Research
- Municipalities
- Barclays Point
- Auditing
- Stress Test
- Policy
- Charlotte
- Coordinated
- Segmentation
- Macroeconomics
- Conceptual Modeling
- Debt
- Council
- Qualitative Data
- Debt Management
- Congressional
- Scenario
- Presentations
- Tests
- Sensitivity
- Petroleum
- SAS programming
- SQL
- Legislative Relations
- Model Building
- Contractual Agreements
- Liquidity
- Springs
- Market Analysis
- Project
- Fannie Mae
- NPV
- Quantitative Analytics
- Treasury Management
- Engagements
- Visual Basic
- Certified Treasury Professional
- Cash Flow Forecasting
- Business Administration
- Public Speaking
- Advertising
- Organizational Management
- Problem Solving
- Modeling
- Legal
- Teaching
- Cops
- Economic Forecasting
- Special Projects
- Honor
- Scholarships
- Piedmont
- Microsoft Excel
- Pricing
- Cash Flow
- Project Estimation
- Proven Leader
- Net
- MBS
- Employment Law
- Computer Program
- Stress
- Capital
- Thesis
- Serving
- Major Clients
- Engagement
- Business Strategy
- SAS
- Security
- Testing
- Quarterly Reviews
- Mortgage Lending
- Variance Analysis
- Microsoft Office
- Forest
- Investment Strategies
- Budgets
- Student Government
- Yahoo
- Monitors
- Manages
- Basel II
- Profit
- Trending
- Forensic Analysis
- Monte Carlo
- Consulting
- Product Development
- Data Profiling
- Financial Forecasting
- Attract
- Short
- Social Media
- Litecoin
- Microeconomics
- Cash Flow Analysis
- Responsibility
- New York
- Variation
- Viability
- Account Reconciliation
- Treasury
- Local Government
- Access Lists
- Revenue
- Manufacturing
- Art
- International
- Community
- Cryptocurrency
- Merchant Services
- Swaps
- Capital Budgeting
- Income
- Deloitte
- Sarbanes Oxley Act
- E Commerce
- Lead a Team
- DCF
- C
- Management Accounting
- Simulations
- Strategic Planning
- Work Ethic
- Data Manipulation
- Revenue Streams
- Bitcoin
- Training
- Marketing
- Commercial Paper
- Computer Proficiency
- Break Even Analysis
- Business Units
- Valuation
- Tax Exempt
Joel Levy Summary
- Joel Levy, based in Charlotte, NC, US, is currently a Managing Director | Portfolio Manager and Trader at Nuveen, a TIAA company. Joel Levy brings experience from previous roles at Investment Company Institute, Central Piedmont Community College, State of North Carolina and Bank of America. Joel Levy holds a Master of Laws - LLM in Securities & Financial Regulation LL.M. @ Georgetown University Law Center. With a robust skill set that includes Financial Statements, Municipal Bonds, Trading, Fixed Income, Portfolio Management and more. Joel Levy has 3 emails and 3 mobile phone numbers on RocketReach.
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