Roger Levy Location
- Scottsdale, AZ, US
Roger Levy Work
- 1985 - now Managing Director @ Cambridge Fiduciary Services, LLC
- 1983 - 1985 Of Counsel @
Roger Levy Education
- Temple University - James E. Beasley School of Law
LLM (International Law and Legal Studies)
1976 - 1977 - Universityof Law (formerly the College of Law) London
Soliciors' Qualification (Law)
Roger Levy Skills
- Alternative Investments
- Financial Advisory
- Fiduciary
- Fiduciary Assessment
- Pensions
- Retirement Planning
- Prudent Investment Practices
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Asset Managment
- Mutual Funds
- Investment Strategies
- Microsoft Excel
- Asset Management
- Legal Research
- Pension Funds
- Project Management
- ERISA
- Due Diligence
- Securities
- Investment Management
- 401 Retirement Savings Plans
Roger Levy Summary
- Roger Levy, based in Scottsdale, AZ, US, is currently a Managing Director at Cambridge Fiduciary Services, LLC. Roger Levy brings experience from previous roles at Kleinberg, Kaplan, Wolff & Cohen, P.C.. Roger Levy holds a 1976 - 1977 LLM in International Law and Legal Studies @ Temple University - James E. Beasley School of Law. With a robust skill set that includes Alternative Investments, Financial Advisory, Fiduciary, Fiduciary Assessment, Pensions and more. Roger Levy has 1 emails and 6 mobile phone numbers on RocketReach.
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