Sandy G Levine is a qualified expert, that works in Atlas Wealth Management as a Wealth Manager from 2017. This person has earned professional experience in more than eight positions at various companies. Sandy G Levine went to the University of San Diego and received education there. Sandy G Levine has the following professional qualifications: Series 7, 66 and Insurance Licenses. Del Mar, California is the city, where this expert was lastly known to settle. The professional's email address and phone are easily accessed through this website by request.
Name variants:
Alexander Levine,
Sanford Levine,
Alexandra Levine,
Cassandra Levine,
Sandra Levine
Last updated Jun 17, 2024
Contact Information
Last Update
Jul 5, 2022
Email
sl**@san.rr.com
Location
Del Mar, CA
Company
Atlas Wealth Management
Workplace
Wealth Manager
Work History
Wealth Manager
Manage 401(k) and Group Health Insurance for corporate clients
Manage/Grow portfolios for individual wealth clients
Constantly monitor/study the latest trends in the market
Provide finan...
from Apr 2017
Investment Advisor
Specializing in Real Estate/First Trust Deed Investments
Provide full financial planning
We only use index funds and ETF's...no hidden fees
A fee-based advisor exclusively
We view prote...
Apr 2014 — Apr 2017
Financial Advisor
333 north Indian Hill Blvd, Claremont, CA 91711
Primary Responsibilities
Financial Planning for a variety of client needs
Estate Planning
Assist clients with planning needs using a unique holistic approach
Focus on minimizing Risk, T...
Feb 2012 — Apr 2014
Director of Professional Services
Primary Responsibilities
110% of quota in first year, including full P & L responsibility
Manage and inspire a team of Solution Consultants that have to be familiar with dozens of softwar...
Jan 2010 — Jan 2012
Vice President of Sales and Marketing
San Diego, CA
Led and inspired the sales team that resulted in exceeding sales goals every year, including full P & L responsibility
Developed/marketed a consistent/professional message for company solu...
Jan 1992 — Jan 2010
Education
Occupations
Executive
Manager
Accountant
Finance and Accounting Specialist
Advisor
Real Estate Broker
Licensed Real Estate Broker
Professor
School Principal
Operations Manager
Accounting Bookkeeper
Bookkeeper
Property Manager
Real Estate Manager
School Administrator
Educational Manager
Skills
Sales Operations
Leadership
Professional Services
Management
Saas
Sales Management
Sales
Enterprise Software
Document Management
Marketing Strategy
Solution Selling
Direct Sales
Salesforce.com
Sales Process
Crm
Strategic Partnerships
Negotiation
Business Development
Enterprise Content Management
Customer Retention
Sales Presentations
Sharepoint
Channel Partners
Executive Management
Business Alliances
Go To Market Strategy
Major Accounts
Partner Management
Product Marketing
Software Industry
Product Management
Selling
B2B Marketing
Pre Sales
Competitive Analysis
Multi Channel Marketing
Lead Generation
Cold Calling
Investments
Financial Planning
Mobile Devices
Managed Services
Channel Sales
Customer Satisfaction
Motivation
Visionary
Mentoring
Vp of Sales | Mentor | Visionary | Motivator | Strategic Planner |
Estate Planning
Wealth Management