David Levine
- Role
- Chief Operating Officer at Arete Wealth
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Chief Operating Officer
Jan 2023 — Present
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics & English
1985 — 1988
NYU Stern School of Business
Master of Business Administration (M.B.A.), Finance
1992 — 1995
Skills
- Financial Risk
- Hedge Funds
- Investment Banking
- Wealth Management Services
- Wealth
- Asset Management
- Strategic Financial Planning
- Series 63
- Financial Services
- Investment Management
- Investment Strategies
- Portfolio Management
- Fixed Income
- Finance
- Series 24
- Financial Advisory
- Private Equity
- Investment Advisory
- Insurance
- College Savings Plans
- Finra
- Series 7
- Financial Planning
- Retirement
- Banking
- Private Placements
- Risk Management
- Asset Allocation
- Investments
- Options
- Fixed Annuities
- Wealth Management
- Series 65
- Equities
- Securities
- Alternative Investments
- Capital Markets
- Retirement Planning
- Mutual Funds
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