Roberta Levy's Location
Lake Geneva, WI, US
Roberta Levy's Work
Roberta Levy's Education
Roberta Levy's Skills
Roberta Levy's Summary
Roberta Levy, based in Lake Geneva, WI, US, is currently a Vice President and Partner to Richard Rosenthal at Rosenthal Insurance, bringing experience from previous roles at RAL Insurance & Financial Services and Heil & Heil Insurance Agency. Roberta Levy holds a 1986 - 1989 CFP (Certfied Financial Planner) in Financial Planning and Services @ College of Financial Planning. With a robust skill set that includes Public Relations, Fixed Annuities, Disability Insurance, Insurance, Long-term Care and more, Roberta Levy contributes valuable insights to the industry.