Mark Levy Email & Phone Number
Managing Director, Investments @ Raymond James
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Mark Levy Location
- New York, NY, US
Mark Levy Work
- 2018 -now Managing Director, Investments @
- 2006 -2018 Managing Director-Investments @ Wells Fargo Advisors LLC
- 2000 -2006 Managing Director @
- 1987 -2000 Vice President @ Oppenheimer & Co.
- 1982 -1987 Sales Manager @ Lebenthal & Company
Mark Levy Education
- American University
BA (History)
1971-1975
Mark Levy Skills
- Investments
- Finance
- Management
- Retirement
- Equities
- Securities
- Asset Management
- Hedge Funds
- Alternative Investments
- Public Speaking
- Mutual Funds
- Fixed Income
- Nonprofits
- Strategic Planning
- Financial Risk
- Retirement Planning
- Valuation
- Due Diligence
- Capital Markets
- Fundraising
- Trading
- Bonds
- Sales
- Asset Managment
- Series 63
- Portfolio Management
- Wealth Management
- Strategic Financial
- Series 7
- Investment Management
Mark Levy Summary
- Mark Levy, based in New York, NY, US, is currently a Managing Director, Investments at Raymond James. Mark Levy brings experience from previous roles at Wells Fargo Advisors LLC, C.E. Unterberg, Towbin, Oppenheimer & Co. and Lebenthal & Company. Mark Levy holds a 1971 - 1975 BA in History @ American University. With a robust skill set that includes Investments, Finance, Management, Retirement, Equities and more. Mark Levy has 1 emails and 1 mobile phone numbers on RocketReach.
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