CoverProfile

Lawrence Levy

Portfolio Specialist

Equitable

United States, New York, Beacon

About Me

A marketing and communications professional with supervisory experience, computer savvy, and a keen graphic sense. Specialties: • Project Management • Internal/External Communications • Presentation Development • Internet/Intranet Development and Maintenance • Training/Tutorial Development

Profile Information

Portfolio Specialist

Equitable

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Beacon

New York

United States

May 16, 2024

More profiles to browse

SJ
Steven Joenk
President and CEO
Profile Photo
Nick Lane
President
KM
Kevin McCarthy
Senior Director, Portfolio Manager
MH
Miao Hu
Director and Portfolio Manager

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc