William Levy Email & Phone Number
Executive Director, Financial Advisor @ Morgan Stanley Wealth Management
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William Levy Location
- West Palm Beach, FL, US
William Levy Work
- 2015 -now Executive Director, Financial Advisor @
- 2008 -2015 Managing Director @
- 2002 -2008 Managing Director-Global Equity Derivatives and Program Trading @ Lehman Brothers
- 1993 -2002 Managing Director-Global Equity Derivatives @
William Levy Education
- University of Warwick - WMG
Bachelor of Engineering (Engineering, Business)
1994-1997 - Lord Wandsworth College 1992-1993
William Levy Skills
- Strategic Planning
- Project Management
- Equities
- Microsoft Excel
- Management
- New Business Development
- Project Portfolio Management
- Change Management
- PMO
- Program Management
- Risk Management
- Portfolio Management
- Stakeholder Management
- Business Transformation
- Management Consulting
- Investment Banking
- Process Improvement
- Financial Services
- Project Management Office
- Outsourcing
- Telecommunications
William Levy Summary
- William Levy, based in West Palm Beach, FL, US, is currently a Executive Director, Financial Advisor at Morgan Stanley Wealth Management. William Levy brings experience from previous roles at Barclays, Lehman Brothers and Morgan Stanley. William Levy holds a 1994 - 1997 Bachelor of Engineering in Engineering, Business @ University of Warwick - WMG. With a robust skill set that includes Strategic Planning, Project Management, Equities, Microsoft Excel, Management and more. William Levy has 2 emails and 1 mobile phone numbers on RocketReach.
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