Josh Levine Email & Phone Number
Senior Manager and Vice President - North American Compliance @ T. Rowe Price
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Josh Levine Location
- Baltimore, MD, US
Josh Levine Work
- Senior Manager and Vice President - North American Compliance @ (November 2024 - Present)
- Lead Manager and Assistant Vice President - Brokerage Operations @ (January 2022 - November 2024)
- Retail Account Management - Lead Manager @ (July 2017 - January 2022)
- Retail Account Management Supervisor @ (May 2013 - July 2017)
- Retirement Client Services Senior Service Specialist @ (May 2012 - May 2013)
- Retirement Client Services Associate @ (February 2011 - May 2012)
- President @ Electra Entertainment (October 1999 - February 2011)
Josh Levine Education
- University of Phoenix
Masters (Business Administration)
2003-2005 - University of Maryland
Bachelors (Journalism)
1996-2000
Josh Levine Skills
- 401(k) Retirement Savings Plans
- 403 b
- Accounting
- Budgets
- Change Management
- Coaching
- Compliance Registered Operating Principal
- Confidentiality
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Management
- Due Diligence
- ERISA
- Entertainment
- Event
- Event Management
- Event Planning
- FINRA
- Financial Analysis
- Fundraising
- Hold Series 7
- Interpersonal Skills
- Leadership
- Leadership Development
- Lean Management
- Management
- Management Due Diligence
- Market Analysis
- Marketing Campaigns
- Microsoft Office
- New Hire Training
- Operational Due Diligence
- Operational Risk
- Operations Management
- Organization Skills
- Organizational Leadership
- Parties
- Presentation Skills
- Project Management
- Qualified Retirement Plans
- Retirement Savings
- Risk Management
- Securities Regulation
- Series 24
- Series 4
- Series 6
- Social Media
- Special Events
- Team Leadership
- Trade Shows
- Traditional IRA
Josh Levine Summary
- Josh Levine, based in Baltimore, MD, US, is currently a Senior Manager and Vice President - North American Compliance at T. Rowe Price. Josh Levine brings experience from previous roles at T. Rowe Price. Josh Levine holds a 2003 - 2005 Masters in Business Administration @ University of Phoenix. With a robust skill set that includes 401(k) Retirement Savings Plans, 403 b, Accounting, Budgets, Change Management and more. Josh Levine has 3 emails and 2 mobile phone numbers on RocketReach.
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