Neil Levy

Vice President of Sales

We found the following information about Neil Levy at Assured Skcg, Inc., where this person has worked as a Vice President of Sales since 2017. Neil's total work experience is over 21 years, during which time this person had at least 11 jobs at different places to develop professional skills. Neil studied at the Nyu Stern School of Business from 1998 to 2000. Neil received the following certifications: Dale Carnegie Course, Certified Public Accountant, and Certified Financial Planner. Currently, Neil lives in New York, New York. You can contact with Neil by looking for phone or email address or get additional info by requesting access to this expert's additional details from us.
Name variants:
Neal Levy, Cornelius Levy, Edward Levy
Last updated Jun 11, 2024

Contact Information

Last Update
Jul 12, 2022
Email
nl**@cbscompass.com
Location
New York, NY

Workplace

Assured SKCG, Inc.
Vice President of Sales

Industry

Insurance

Work History

Vice President of Sales

123 Main St, White Plains, NY 10601
I am my clients "trusted advisor." I work with businesses and individuals to mitigate the risks in ones business through financing risk (insurance). I am my clients risk manager and give all...
from Jun 2017

Founding Board Member

The mission of the Middle Market Alliance of Long Island (MMALI) is to promote a thriving ecosystem of middle-market companies, professionals and dealmakers on Long Island through timely and...
from Apr 2017

President

Working with both personal and commercial clients in many industries to mitigate the risks in ones business. As part of a large international company I have the access and buying power of a ...
Sep 2013 — Jun 2017

Director of Wealth Advisory

Utilizes past institutional money management skillset to provide investment management and retirement planning expertise to individuals. Benefit planning includes 401(k)'s and all qualified ...
Jan 2007 — Dec 2011

Owner and Portfolio Manager

Managed a long/short Equity portfolio for institutions and individuals
Aug 2005 — Dec 2006

Portfolio Manager

Oct 2001 — Dec 2005

Analyst

250 Park Ave, New York, NY 10003
May 2000 — Sep 2001

Student

New York, NY
1998 — 2000

Accounting

499 Park Ave, New York, NY 10022
1996 — 1998

Accountant

1993 — 1996

VP, PRESIDENT-CBS DIVISION

123 Main St, White Plains, NY 10601

Education

Occupations

Executive
Vice President of Sales
Advisor
Manager
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chairperson
Real Estate Broker
Licensed Real Estate Broker
Construction
Vice President
Chief Executive
Operations Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager

Skills

Investments
Portfolio Management
Hedge Funds
Risk Management
Finance
Insurance
Asset Management
Alternative Investments
Management
Venture Capital
Financial Services
Mutual Funds
Equities
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