Brian Levy
Private Wealth Manager Certified Financial Planner @Zacks Investment Management
Chicago, IL, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Oct 2016 — Present
Private Wealth Manager Certified Financial Planner @Zacks Investment Management
View department →
Chicago, IL, US
Providing market updates, portfolio reviews, and compiling comprehensive financial plans within the Private Client Group.
EDUCATION
N/A
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics
2015 — 2016
Northwestern University
CFP Program
SKILLS
Business Relationship ManagementBankingCreditCredit AnalysisPortfolio ManagementLoansFinancial ServicesFinancial PlanningTreasury ServicesLoan OriginationFinanceFinancial AnalysisSmall Business LendingSbaLines of CreditRelationship Management
ABOUT BRIAN LEVY
Brian has 10+ years of client service, relationship management, and consultative sales…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.