If you need more lookups,
subscriptions start at $34 USD/month.
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 6 mobile phone numbers on RocketReach.
Looking for a different Roger Levy?
Find contact details for 700 million professionals.