David Levy Email & Phone Number

Rochester, Ny, Us

Penfield, Ny, Us

28 Lawrence St, Rochester Ny 14607

• Lead Financial Services Associate for financial advisor practice.• Managed, reorganized, and mastered the practices Advisor Engine CRM.• Performed all operational and compliance duties for new client onboarding process. • Implemented new ways for the practice to operate more efficiently including CRM management, metric reporting, meeting preparation, document archival and organization.• Created Excel spreadsheets to track client required minimum distributions including QCDs, retirement account contributions including back door Roth contributions, practice prospects, holiday orders, and marketing recipients.• Experience working with a wide variety of account types including Taxable, IRA, Solo 401k, SIMPLE IRA, SEP IRA, Estate, Trust, Profit Sharing Plans, and Margin.• Self-taught Morningstar software user with the ability to create client records/groups, link corresponding portfolios, generate singular or comparative reports, and create hypotheticals for incoming prospect meetings.• Managed all outside holdings platforms and paperwork for annuities, insurance policies, NY 529 plans, and illiquid NATCO holdings.• Assisted clients with all non-advising processes including money movement, online account access, account updates, and all other operational needs.

Webster, New York, United States

• Assisted customers with loan application processes including proper document submission, back-office contact, and loan closing.• Initiated contact to new and existing customers to offer value-added products and services.• Opened deposit accounts and provided account maintenance while identifying product and service cross-sell opportunities.• Conducted financial checkups to assess customer’s financial situation and provided needs-based advice to improve financial health.• Referred customers to mortgage and wealth partners to deepen customer relations and produce branch sales.

Victor, New York

I worked as a cook, driver, and cashier throughout my time at Mark's. I learned all the positions within the company and worked there throughout my entire high school career. One thing I learned from Mark's was how to work in a very fast paced environment. It was a great opportunity to work at a company that makes such a huge difference in the community!

Rochester, New York Area

As an intern with Jeff Sharman I have developed an overall understanding of the advisor business including day to day operations and fields of educated essential to success. I learned about asset allocation and techniques used to evaluate different types of mutual funds and other important securities. Using this knowledge I then created different hypothetical model portfolios using morningstar software.

Victor, New York, United States

Operated equipment to perform maintenance, grounds keeping, and waste disposal.