Richard Levine Email & Phone Number
Partner @ Synergy Financial Partners
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Richard Levine Location
- United States
Richard Levine Work
- 2007 -now Partner @
- 2004 -2007 Financial Representative @ Strategic Financial Partners
Richard Levine Education
- The American College of Financial Services
ChFC, CLU (Financial Consultant, Life Underwriter)
2006-2008 - Crummer Graduate School of Business at Rollins College
MBA (Finance)
1996-1998 - Emory University
BA (English)
1991-1995
Richard Levine Skills
- Management
- Microsoft Word
- Microsoft Excel
- Finance
- Strategic Planning
- Strategy
- Budgets
- Small Business
- Series 63
- Financial Advisory
- Strategic Financial Planning
- Investment Strategies
- Strategic Financial
- Investments
- Financial Goals
- Fixed Annuities
- Retirement
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Retirement Planning
- Wealth Management
- Life Insurance
- Financial Planning
Richard Levine Summary
- Richard Levine, based in United States, is currently a Partner at Synergy Financial Partners. Richard Levine brings experience from previous roles at Strategic Financial Partners. Richard Levine holds a 2006 - 2008 ChFC, CLU in Financial Consultant, Life Underwriter @ The American College of Financial Services. With a robust skill set that includes Management, Microsoft Word, Microsoft Excel, Finance, Strategic Planning and more. Richard Levine has 1 emails and 1 mobile phone numbers on RocketReach.
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