Ricky Levy Email & Phone Number
Senior Assistant Vice President, Client Performance Analyst @ Wells Fargo Advisors
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Ricky Levy Location
- Los Angeles, CA, US
Ricky Levy Work
- Senior Assistant Vice President, Client Performance Analyst @ (November 2025 - Present)
- AVP, Private Wealth Management Specialist @ (September 2021 - November 2025)
- AVP, Private Wealth Management Banking Specialist @ (November 2018 - October 2021)
- Sr. VBB II -Business Banking, Manager @ (March 2016 - September 2018)
- Vice President, Small Business Banking @ (October 2011 - March 2016)
- Relationship Manager and Inside Sales Manager @ (September 2006 - October 2011)
Ricky Levy Education
- The University of Texas at Dallas
MBA (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1998-2000 - The University of Texas at Austin
BS (Kinesiology/Biology)
1994-1996 - University of Arizona
Exercise and Sports Science
1991-1994 - Plano Sr High School 1989-1991
Ricky Levy Skills
- Account Management
- Budgets
- Business Development
- Business Partner Relations
- Cash-flow Management
- Coaching
- Credit Analysis
- Credit Risk
- Cross Selling
- Customer Experience
- Customer Retention
- Customer Service
- Deposits
- Finance
- Financial Analysis
- Financial Statements
- HNW
- Leadership
- Leadership Development
- Marketing
- Marketing Strategy
- Merchant Card Processing
- Payroll
- Problem Solving
- Process Improvement
- Relationship Management
- Risk Assessment
- Sales
- Sales Operations
- Sales Process
- Small Business
- Strategic Planning
- Strategy
- Team Building
- Teamwork
- Treasury Management
Ricky Levy Summary
- Ricky Levy, based in Los Angeles, CA, US, is currently a Senior Assistant Vice President, Client Performance Analyst at Wells Fargo Advisors. Ricky Levy brings experience from previous roles at Merrill Lynch, Capital One and Bank of America. Ricky Levy holds a 1998 - 2000 MBA in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ The University of Texas at Dallas. With a robust skill set that includes Account Management, Budgets, Business Development, Business Partner Relations, Cash-flow Management and more. Ricky Levy has 3 emails and 1 mobile phone numbers on RocketReach.
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