Barry Levine
Wealth Advisor @Northern Trust
San Diego, CA, US
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WORK HISTORY
Nov 2007 — Present
Wealth Advisor @Northern Trust
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Provide financial planning services to Northern Trust clients. Prepare and present financial plans to clients. Speak on various planning-related topics to both Northern Trust and outside audiences.
SKILLS
Asset ManagementWealth Management ServicesAnalysisAlternative InvestmentsInvestment StrategiesBankingFinanceFinancial ServicesFinancial AdvisoryAsset AllocationWealth ManagementMutual FundsFinancial PlanningInvestmentsPortfolio ManagementTaxInsuranceEstate PlanningInvestment AdvisoryStrategic Financial PlanningFinancial PlannersHigh Net Worth Individuals
ABOUT BARRY LEVINE
As a Senior Wealth Advisor at Northern Trust with 30+ years of financial advisory…
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