David Levine
Chief Operating Officer @Arete Wealth
Boca Raton, FL, US
EMAILS
d••••••••@aretewealth.com
MOBILE NUMBERS
+19•••••••25
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WORK HISTORY
Jan 2023 — Present
Chief Operating Officer @Arete Wealth
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EDUCATION
1985 — 1988
University of Pennsylvania
Bachelor of Arts (B.A.), Economics & English
1992 — 1995
NYU Stern School of Business
Master of Business Administration (M.B.A.), Finance
SKILLS
Financial RiskHedge FundsInvestment BankingWealth Management ServicesWealthAsset ManagementStrategic Financial PlanningSeries 63Financial ServicesInvestment ManagementInvestment StrategiesPortfolio ManagementFixed IncomeFinanceSeries 24Financial AdvisoryPrivate EquityInvestment AdvisoryInsuranceCollege Savings PlansFinraSeries 7Financial PlanningRetirementBankingPrivate PlacementsRisk ManagementAsset AllocationInvestmentsOptionsFixed AnnuitiesWealth ManagementSeries 65EquitiesSecuritiesAlternative InvestmentsCapital MarketsRetirement PlanningMutual Funds
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