Jonathan Levitt Email & Phone Number
Vice President - Citigold Wealth Relationship Manager @ Citi
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Jonathan Levitt Location
- New York, NY, US
Jonathan Levitt Work
- 2023 -2024 Director Institutional Sales @
- 2020 -2023 Senior Managing Director - Loan Trading @
- 2019 -2020 Financial Consultant @
- now Vice President - Citigold Wealth Relationship Manager @
- now Vice President - Investments and Financial Advisor @
- now Financial Advisor @
- now First Vice President - Investments at Wells Fargo Advisors, LLC @
- now Vice President - Investments @
- now Head Trader @ Levitt Trading LLC
- now Head Trader @ First Continental Trading
Jonathan Levitt Education
- University at Albany, SUNY
BA (Psychology)
Jonathan Levitt Skills
- Investments
- Finance
- Financial Analysis
- Financial Services
- Wealth Management
- Securities
- Portfolio Management
- Mutual Funds
- Asset Management
- Series 7
- Series 66
- Life & Health Insurance Licenses
- Alternative Investments
- Asset Allocation
- Sales
- Banking
- Leadership
- Business Development
- Marketing
- Life And Health Insurance Licenses
Jonathan Levitt Summary
- Jonathan Levitt, based in New York, NY, US, is currently a Vice President - Citigold Wealth Relationship Manager at Citi. Jonathan Levitt brings experience from previous roles at HomeLend, Vitreous Loan Group, Equitable Advisors and Citi. Jonathan Levitt holds a BA in Psychology @ University at Albany, SUNY. With a robust skill set that includes Investments, Finance, Financial Analysis, Financial Services, Wealth Management and more. Jonathan Levitt has 3 emails and 2 mobile phone numbers on RocketReach.
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