John Levitt Email & Phone Number
Private Wealth Advisor and Managing Director @ Financial Services Company
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John Levitt Location
- Garden City, NY, US
John Levitt Work
- 2018 -now Private Wealth Advisor and Managing Director @
- 2012 -2018 Managing Partner, Pegasus Private Client Group, LLC @
John Levitt Education
- Cornell Law School
JD
- Cornell University
B.S. (New York State School of Indisutrial and Labor Relations (ILR))
- Cornell University ILR School
Bachelor of Science - BS
- Stuyvesant High School
John Levitt Skills
- Strategic Planning
- Analytical
- Public Speaking
- Strategic Partnerships
- Business Planning
- Ability to Listen
- Succession Planning
- Financial Planning
- Investments
- Asset Management
- Structured Settlements
- Buy-sell Agreements
- Estate Planning
- Securities
- Life Insurance Reviews
- Estate Planning Involving Art
- Charitable Gift Planning
- Management
- Finance
- Insurance
- Strategy
- Fixed Annuities
- Investment Management
- Wealth
- Life Insurance
- Insurance Strategies
- Sales
- Wealth Management
- Buy Sell Agreements
- Marketing
- Investment Advisory Services
- Estate Planning Strategies
- FINRA
John Levitt Summary
- John Levitt, based in Garden City, NY, US, is currently a Private Wealth Advisor and Managing Director at Ameriprise Financial Services, LLC. John Levitt brings experience from previous roles at AXA Advisors, LLC.. John Levitt holds a JD @ Cornell Law School. With a robust skill set that includes Strategic Planning, Analytical, Public Speaking, Strategic Partnerships, Business Planning and more. John Levitt has 2 emails and 2 mobile phone numbers on RocketReach.
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