Levy James Email & Phone Number
Managing Director @ Alex. Brown, a Division of Raymond James
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Levy James Location
- Miami, FL, US
Levy James Work
- Managing Director @ (May 2021 - Present)
- Managing Director- Investment Officer at Wells Fargo Advisors @ (June 2006 - May 2021)
- Sr. Vice President @ (May 1996 - June 2006)
Levy James Education
- UCF
Bachelor of Science (BS) (Marketing)
1987-1990 - SDSU
Bachelor of Science (BS) (Liberal Arts and Sciences/Liberal Studies)
1985-1987
Levy James Skills
- Investments
- Financial Services
- Management
- Mutual Funds
- Securities
- Risk Management
- Asset Management
- Investment Advisory
- Finance
- Marketing
- Fixed Income
- Equities
- Asset Allocation
- Financial Analysis
- Alternative Investments
- Financial Planning
- Series 7
- Portfolio Management
- Strategic Planning
- Private Banking
- Retirement Planning
- Public Speaking
- Loans
- Credit
- Business Development
- Leadership
Levy James Summary
- Levy James, based in Miami, FL, US, is currently a Managing Director at Alex. Brown, a Division of Raymond James. Levy James brings experience from previous roles at Wells Fargo Advisors and Bank of America. Levy James holds a 1987 - 1990 Bachelor of Science (BS) in Marketing @ UCF. With a robust skill set that includes Investments, Financial Services, Management, Mutual Funds, Securities and more. Levy James has 1 emails and 1 mobile phone numbers on RocketReach.
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