Joe Levine
Private Wealth Management
- Role
- Wealth Strategist Private Wealth Advisor at The Otto Group At Hightower Advisors
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joe Levine
Joe Levine, CEPA® Wealth Strategist – Private Wealth Advisor, The Otto Group at…
Experience
Wealth Strategist Private Wealth Advisor
The Otto Group At Hightower Advisors
Present
Education
Florida Gulf Coast University
Bachelor's Degree
Skills
- Powerpoint
- Strategic Planning
- Family Wealth Management Strategies
- Finance and Investment
- Marketing
- Budgets
- Microsoft Office
- Sales
- Hospitality
- Team Building
- Special Needs Planning Strategies
- Social Networking
- Marketing Strategy
- Market Research
- Time Management
- Event Planning
- Wine
- Customer Service
- Public Speaking
- Critical Thinking
- Negotiation
- Social Media
- Team Leadership
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