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

2011 -now Managing Director | Portfolio Manager and Trader @
2026 -now Board Member - GASAC @
2025 -now Chairman, Investment Company Institute’s (ICI) - Municipal Advisory Board @
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.

Joel Levy Education

Georgetown University Law Center
Master of Laws - LLM (Honors Graduate)
Duke University
Certificate (Executive Education: Treasury Management)
State University of New York at Albany
Masters Degree (Major: Economics)
Wake Forest University
Masters of Business Administration (MBA) (Academic Scholarship Recipient)
Saint Leo University
Doctor of Theology - ThD (Applied Theology)
Charlotte School of Law
Juris Doctor (J.D.) (Honors Graduate)
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 Governmental Accounting Standards Board (GASB), Investment Company Institute, Central Piedmont Community College and State of North Carolina. Joel Levy holds a Master of Laws - LLM in Honors Graduate @ 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 2 emails and 3 mobile phone numbers on RocketReach.