Jonathan Levine Email & Phone Number
Managing Director, Wealth Management @ Morgan Stanley
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Jonathan Levine Location
- New York, NY, US
Jonathan Levine Work
- 2011 -now Managing Director, Wealth Management @
- 2008 -2011 Director Project Finance @
- 2003 -2008 Managing Director @ Lehman Brothers
- 2000 -2002 Director @
- 1996 -1998 Compliance Examiner @
Jonathan Levine Education
- Columbia University in the City of New York
Bachelor's Degree (Accounting and Finance)
- Massachusetts Institute of Technology - Sloan School of Management
Jonathan Levine Skills
- Leadership
- Wealth Management
- Sales
- Strategic Planning
- Equities
- Fixed Income
- Financial Modeling
- Hedge Funds
- Investments
- Valuation
- Equity Research
- Capital Markets
- Investment Banking
- Portfolio Management
- Securities
- Bloomberg
- High Yield
- Special Situations
- Credit Analysis
- Debt
- Series 7
- Corporate Finance
- Financial Analysis
- Asset Managment
- CLO
- Loans
Jonathan Levine Summary
- Jonathan Levine, based in New York, NY, US, is currently a Managing Director, Wealth Management at Morgan Stanley. Jonathan Levine brings experience from previous roles at Goldman Sachs, Lehman Brothers, KPMG and U.S. Securities and Exchange Commission. Jonathan Levine holds a Bachelor's Degree in Accounting and Finance @ Columbia University in the City of New York. With a robust skill set that includes Leadership, Wealth Management, Sales, Strategic Planning, Equities and more. Jonathan Levine has 1 emails on RocketReach.
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