Martin Levine's Location
Syosset, NY, US
Martin Levine's Work
- Chief Financial Officer @ 4Thought Financial Group, Inc.
- CPA @ NYSSCPA - The New York State Society of CPAs
- CFO committee @ NYSSCPA - The New York State Society of CPAs
- Financial Advisor @ Guardian/Park Ave Securities, Long Island, New York
- Financial Advisor @ Clarfeld | Citizens Private Wealth
Martin Levine's Education
- The American College
Chartered Advisor in Philanthrophy (Planned giving)
2009 - 2011 - The American College
Chartered Financial Consultant (ChFC) (Estate, retirement, fringe benefits & investment planning)
1991 - 1993 - St. John's University
Master of Business Administration (MBA) (Accounting)
1977 - 1979
- University of Miami - School of Business
Bachelor of Business Administration (BBA) (Finance)
1973 - 1976 - Herricks
Martin Levine's Skills
- Author "Widow's Survival Guide"
- Certified Public Accountant (CPA)
- Wealth Management
- Investments
- Retirement
- Management
- Finance
- Financial Advisory
- Retirement Planning
- Financial Planning
Martin Levine's Summary
Martin Levine, based in Syosset, NY, US, is currently a Chief Financial Officer at 4Thought Financial Group Inc., Long Island, New York, bringing experience from previous roles at NYSSCPA, Guardian/Park Ave Securities, Long Island, New York and Clarfeld Financial Advisors. Martin Levine holds a 2009 - 2011 Chartered Advisor in Philanthrophy in Planned giving @ The American College. With a robust skill set that includes Author "Widow's Survival Guide", Certified Public Accountant (CPA), Wealth Management, Investments, Retirement and more, Martin Levine contributes valuable insights to the industry. Martin Levine has 1 email on RocketReach.
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ViewLutcf Jerry Iris
Managing Director - Wholesale Markets at 4Thought Financial Group, Inc.
Syosset, New York, United States2
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