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Michael Levenson Location
San Anselmo, CA, US
Michael Levenson Work
Development Manager @ Ml Enterprises (July 2016 - Present)
Investment Advisor Representative @ (September 2014 - August 2016)
Financial Advisor @ (April 2013 - March 2014)
Wealth Management Advisor @ (May 2010 - October 2012)
Elder Planner @ Levenson Financial (July 2008 - May 2010)
Financial Advisor @ (July 2007 - June 2008)
Investment Advisor @ m.l Stern and Co (January 2006 - January 2007)
Client Financial Analyst @ (January 2004 - January 2006)
Michael Levenson Education
University of Massachusetts Amherst
BA (Economics)
Colgate University
Mathematical Economics
Michael Levenson Skills
Financial Advisory
Management
Investments
Trading
Public Speaking
Finance
Strategic Planning
Financial Analysis
Insurance
Wealth Management
Financial Planning
Mutual Funds
Michael Levenson Summary
Michael Levenson, based in San Anselmo, CA, US, is currently a Development Manager at Ml Enterprises. Michael Levenson brings experience from previous roles at John Hancock, New York Life Insurance Company, Merrill Lynch and Levenson Financial. Michael Levenson holds a BA in Economics @ University of Massachusetts Amherst. With a robust skill set that includes Financial Advisory, Management, Investments, Trading, Public Speaking and more. Michael Levenson has 1 emails and 1 mobile phone numbers on RocketReach.
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