Brett A Levy, Age 57Irving, TX

2855 Gulf To Bay Blvd, Clearwater, FL 33759

Entertainment

Audi Grapevine
Audi Brand Specialist Productions Plus – the Talent Shop Apr 2018 - Sep 2018
Nespresso Brand Ambassador and Coffee Advisor Universal Studios Hollywood May 2017 - Mar 2018
Market Research Interviewer Levy Promotional Cinema Nov 2016 - Dec 2016
Executive Producer Opus Bank Sep 2014 - Jul 2015
Director, Business Banking Wells Fargo Oct 2012 - Sep 2014
Premier Banker Wells Fargo Aug 2010 - Oct 2012
Personal Banker, Business Champion Siemens Oct 2009 - Mar 2010
Mba Intern

Rutgers Business School 2008 - 2010
Master of Business Administration, Masters, Marketing Rutgers Business School 2003 - 2007
Bachelors, Finance

Selling Skills, Leadership, Marketing Strategy, Business Planning, Start Ups, Corporate Development, Credit Analysis, Compliance, Mortgage Lending, Sales Skills Training, Project Management, Underwriting, Public Speaking, Home Equity, Home Equity Lines of Credit, New Business Development, Small Business Lending, International Business Leadership, Banking, Organizational Behavior, Disruptive Technologies, Product Innovation, Fraud Detection, Manage Client Relationships, Business Performance Coaching, Creative Writing, Business Intelligence, Private Banking, Team Building, Business Strategy, Social Entrepreneurship, Balance Sheet, Profit and Loss Management, Profit/Loss Accountability, Software Industry, Sales, Salesforce.com, Salesforce.com Administration, Long Term Customer Relationships, Crm Databases, Microsoft Office, Data Analysis, Financial Analysis, Financial Modeling, Community Outreach, Film Production, Online Video Marketing, Online Video Strategy, Video Marketing, Video Production

English
Mandarin
French

15w 72Nd St, New York, NY 10023

Financial Services

Wells Fargo Advisors
Senior Vice President - Investment Officer Merrill Lynch Jan 2010 - Jun 2019
Senior Vice President - Senior Wealth Management Advisor Oppenheimer & Co. Inc. 1999 - Mar 2010
Vice President Pwc 1998 - 2000
Audit and Business Advisory Services

The University of Texas at Austin 1993 - 1998
Masters, Bachelors, Bachelor of Business Administration, Master of Public Administration, Accounting, Finance Pearce High School 1989 - 1993

Finance, Strategic Planning, Financial Analysis, Due Diligence, Wealth Management, Sales, Financial Modeling, Mergers and Acquisitions, Management, Investments

Visiting Assistant Professor at University of Wisconsin-Madison

Madison, Wisconsin

Research

University of Wisconsin-Madison - Madison, Wisconsin Area since Aug 2011
Visiting Assistant Professor University of Michigan Jan 2006 - Dec 2010
Graduate Student Instructor University of Michigan Sep 2005 - May 2008
Research Assistant Berkeley Unified School District Oct 2001 - Jul 2003
Teacher

University of Michigan 2005 - 2011
Doctor of Philosophy (Ph.D.), Education University of Michigan 2007 - 2010
Master's degree, Natural Resources and Environment University of Michigan 2005 - 2008
Master of Arts (M.A.), Educational Research Princeton University 1996 - 2000
BA, History

Rackham One-Term Dissertation Fellowship (2011) School of Education Scholar Award (2005-2010) Rackham Graduate School Travel Grants (2007-2010) CARAT Teaching Technology Research Grant (2007)

United States