Marc Levin Email & Phone Number
Senior Director, Portfolio Manager, OMEGA Portfolio Management @ Oppenheimer & Co. Inc.
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Marc Levin Location
- New York, NY, US
Marc Levin Work
- 2025 -now Senior Director, Portfolio Manager, OMEGA Portfolio Management @
- 2021 -2025 Director, Portfolio Manager, OMEGA Portfolio Management @
- 2017 -2021 Financial Advisor @
- 2010 -2017 Financial Advisor @
Marc Levin Education
- Columbia Business School
(Business Administration and Management, General)
- Hofstra University
Master of Business Administration - MBA (Finance, General)
- Roslyn High School
Advanced Regents Diploma
Marc Levin Skills
- Risk Management Strategies
- Retirement-Plan Consulting
- Investments
- Microsoft Office
- Deferred Compensation Plans
- Tax-Efficient Strategies
- 401k Rollovers
- Microsoft Excel
- Retirement Plan Consulting
- Multigenerational Wealth Transfer Strategies
Marc Levin Summary
- Marc Levin, based in New York, NY, US, is currently a Senior Director, Portfolio Manager, OMEGA Portfolio Management at Oppenheimer & Co. Inc.. Marc Levin brings experience from previous roles at Oppenheimer & Co. Inc. and Morgan Stanley. Marc Levin holds a Columbia Business School. With a robust skill set that includes Risk Management Strategies, Retirement-Plan Consulting, Investments, Microsoft Office, Deferred Compensation Plans and more. Marc Levin has 2 emails and 1 mobile phone numbers on RocketReach.
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