Josh Levine Email & Phone Number
Partner - Senior Financial Life Advisor @ Telemus
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Josh Levine Location
- Detroit, MI, US
Josh Levine Work
- 2005 -now Partner - Senior Financial Life Advisor @
- 2000 -2005 Associate - Health and Welfare @
Josh Levine Education
- Emory University
Master Of Business Administration (Management, Finance)
2002-2005 - University of Texas
Bachelor Of Arts (Psychology, Business)
1996-2000 - Study Abroad - Tel Aviv University 1999-1999
- Walton High School 1992-1996
- Epstein School 1983-1991
Josh Levine Skills
- Wealth Management
- Investments
- Asset Allocation
- Financial Advisory
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Financial Modeling
- Alternative Investments
- Series 7
- Retirement Planning
- Investment Management
- Finance
- IRAs
- Certified Financial Planner
- Investment Policy Statements
- Wealth
Josh Levine Summary
- Josh Levine, based in Detroit, MI, US, is currently a Partner - Senior Financial Life Advisor at Telemus. Josh Levine brings experience from previous roles at Willis Towers Watson. Josh Levine holds a 2002 - 2005 Master Of Business Administration in Management, Finance @ Emory University. With a robust skill set that includes Wealth Management, Investments, Asset Allocation, Financial Advisory, Strategic Financial Planning and more. Josh Levine has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Telemus Employees
Kana Kubota
Client Service Lead
Ann Arbor, MI, US
Kelli Anderson
Senior Associate, Family Office
Southfield, MI, US
Bob Hochkins
Senior Financial Life Analyst
Detroit, MI, US
Andrew Bass
Chief Wealth Officer
Ann Arbor, MI, US
Pauline Lacson-Reid
Senior Client Service Manager
Detroit, MI, US
Moon Park
Credit Analyst and Trading Intern
Ann Arbor, MI, US
Thomas Munoz
Financial Life Advisor
Detroit, MI, US
Deena Canvasser
Client Service Manage
Southfield, MI, US
Fatima Hashmi
Service Desk Analyst
Grosse Pointe, MI, US
Kyle Deal
Financial Life Advisor
Chicago, IL, US
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