Martin Levine Email & Phone Number
Chief Financial Officer @ 4Thought Financial Group, Inc.
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Martin Levine Location
- Syosset, NY, US
Martin Levine Work
- 2012 -now Chief Financial Officer @
- 2013 -2018 CPA @
- 2015 -2016 CFO committee @
- 2007 -2012 Financial Advisor @ Guardian/Park Ave Securities, Long Island, New York
- 2000 -2007 Financial Advisor @
Martin Levine 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 Skills
- Author "Widow's Survival Guide"
- Certified Public Accountant (CPA)
- Wealth Management
- Investments
- Retirement
- Management
- Finance
- Financial Advisory
- Retirement Planning
- Financial Planning
- Fixed Annuities
- Strategic Financial Planning
- Financial Analysis
- Estate Planning
- Series 63
- Portfolio Management
- Strategic Planning
- Leadership
- Investment Strategies
- Software Development
- Certified Public Accountant Cpa
- Customer Service
- Certified Public Accountant
Martin Levine Summary
- Martin Levine, based in Syosset, NY, US, is currently a Chief Financial Officer at 4Thought Financial Group Inc., Long Island, New York. Martin Levine brings 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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