Alan Levy Email & Phone Number

New York, United States

Head of Strategy and Advisory - Global Sustainable Finance Group

New York City Metropolitan Area

New York, United States

New York, Ny

COO & Senior Structure for the New Product Development Group responsible primarily for accounting and regulatory structuring.Specific accomplishments include:* Assisting in the structuring and execution of a $1.5 billion financing for Merrill Lynch of an illiquid position at the hight of the credit crisis* Assisted in the development and execution of structured credit trading and distribution platforms* Assisted in the development and execution of a number of high profile cross… Show more COO & Senior Structure for the New Product Development Group responsible primarily for accounting and regulatory structuring.Specific accomplishments include:* Assisting in the structuring and execution of a $1.5 billion financing for Merrill Lynch of an illiquid position at the hight of the credit crisis* Assisted in the development and execution of structured credit trading and distribution platforms* Assisted in the development and execution of a number of high profile cross border transactions Show less

New York, Ny

Chief Operating Officer for Global Structured Products responsible managing the strategic direction of the business and coordinating with the back office support groups on complex structured transaction.Specific accomplishments include* Design of operational controls for complex cross boarder transactions.* In coordination with business management developing and implementing operating plans to maximize balance sheet and risk usage.* Support the initiatives to expand the… Show more Chief Operating Officer for Global Structured Products responsible managing the strategic direction of the business and coordinating with the back office support groups on complex structured transaction.Specific accomplishments include* Design of operational controls for complex cross boarder transactions.* In coordination with business management developing and implementing operating plans to maximize balance sheet and risk usage.* Support the initiatives to expand the business and enhance customer transaction flows including the analysis and impact of new accounting and regulatory rules as well as required operational infrastructure. Show less

New York, Ny

Senior Business Unit Finance Officer for Various businesses across fixed income sales and trading including municipal derivative trading, high yield and high grade trading, energy trading and global structured products.Specific accomplishments have included:* Legal and regulatory controller for a variety of operating entities* Back office and Front office systems implementations* Technical accounting analysis for transactions* Development of management reporting… Show more Senior Business Unit Finance Officer for Various businesses across fixed income sales and trading including municipal derivative trading, high yield and high grade trading, energy trading and global structured products.Specific accomplishments have included:* Legal and regulatory controller for a variety of operating entities* Back office and Front office systems implementations* Technical accounting analysis for transactions* Development of management reporting infrastructure* Due diligence on businesses being acquired by Merrill Lynch* Diligence and transfer for businesses that were sold by Merrill Lynch Show less

New York, Ny

Responsible for all financial and control for the treasury functions based in the US.

New York, Ny

Senior Accountant responsible for legal entity reporting and control.

New York, Ny

Responsible for the planning, coordination and supervision of audit engagements for diverse public and private clients including the preparation of financial statements and footnote disclosures.