Marc Levin Email & Phone Number
Fidelity Family Office Services, Vice President, Investment Analyst @ Fidelity Investments
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Marc Levin Location
- North Andover, MA, US
Marc Levin Work
- Fidelity Family Office Services, Vice President, Investment Analyst @ (February 2007 - Present)
- Stock Plan Services, Account Manager @ (May 2004 - February 2007)
- Private Client Group, Relationship Manager @ (January 2001 - May 2004)
- Brokerage Services Representative @ (August 1996 - January 2001)
Marc Levin Education
- Boston University
(Financial Planning and Services)
2001-2003 - Boston University
Bachelor of Arts (B.A.) (Political Science)
1990-1994
Marc Levin Skills
- Certified Financial Planner
- Series 7
- Series 63
- Investments
- Mutual Funds
- Brokerage
- Asset Allocation
- Financial Services
- Series 55
- Series 9
- Series 10
- Management
- Project Management
- Business Development
- Portfolio Management
- Microsoft Word
- Sales
Marc Levin Summary
- Marc Levin, based in North Andover, MA, US, is currently a Fidelity Family Office Services, Vice President, Investment Analyst at Fidelity Investments. Marc Levin brings experience from previous roles at Fidelity Investments. Marc Levin holds a 2001 - 2003 Boston University. With a robust skill set that includes Certified Financial Planner, Series 7, Series 63, Investments, Mutual Funds and more. Marc Levin has 2 emails and 2 mobile phone numbers on RocketReach.
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