Managing Director
CurrentCastle Placement raises equity and debt capital for private companies and funds, utilizing a robust, data-driven technology platform.
Jul 2023 - Present
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Gary D Levy Email & Phone Number
Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πππ
at
Castle Placement
1 work email found
@tiaa.org
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✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πππ
Location
New York City Metropolitan Area, United States, United States
Who is Gary D Levy? Overview
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Quick answer
Gary D Levy is listed as Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πππ at Castle Placement, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at tiaa.org and a matched LinkedIn profile for Gary D Levy.
Gary D Levy previously worked as Managing Director at Castle Placement and Top Problem Solver - Revolutionizing Business Operations w/Vision, Strategy, Workflows & Automation at Biltmore Savings Consultants, Llc - Management Consulting. Gary D Levy holds Master Of Business Administration (Mba), Strategic Business Management from Hofstra University.
Company email context
Email format at Castle Placement
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{first_initial}{last}@tiaa.org
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AeroLeads found 1 current-domain work email signal for Gary D Levy. Compare company email patterns before reaching out.
Profile bio
About Gary D Levy
I am an investment banker and management consultant with over 30 years of experience in the financial services industry, specializing in raising private capital, process improvement and accounts payable automation. I have an MBA in strategic business management from Hofstra University, a certification in investment foundations from CFA Institute, and Series 7, 63 and 79 licenses.I am the founder and President of Biltmore Savings Consultants, a company that offers core corporate solutions for mid to enterprise-sized companies throughout the USA. I partner with multi-billion dollar FinTech solution providers to deliver highly effective and efficient processes, exceptional client service, and significant cost savings for our clients. I am also the author of "21 Ways to Improve Your Business Operations," a book that shares my insights and best practices on how to optimize and streamline business operations.
Listed skills include Hedge Funds, Asset Management, Portfolio Management, Fund Of Funds, and 24 others.
Current workplace
Gary D Levy's current company
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11 roles
Gary D Levy work experience
A career timeline built from the work history available for this profile.
Top Problem Solver - Revolutionizing Business Operations W/Vision, Strategy, Workflows & Automation
Current- βΆοΈ π₯πππ’π π ππ‘πππ§ππ’π‘π¦:
- "Gary is a can do leader and highly skilled driving teams to execute business initiatives..."
- "Gary was a thought leader as well as a solid manager as he built a highly efficient department..."
- "Gary is a very detailed and focused professional..."
- "Gary is one of those people who stands out in a group because he listens before he speaks..."
Nov 2020 - Present
Interested To Learn More...Click Logo On Left...
Current
Nov 2020 - Present
Vice President (Nuveen)
Jan 2017 - Nov 2020
Director
Jun 2012 - Jan 2017
Independent Consultant
Aug 2011 - Jun 2012
Director
May 2010 - May 2011
Director
Sep 2003 - May 2010
Vice President
Nov 2000 - Aug 2003
Manager
Mar 1999 - Oct 2000
Vice President
Worked in several increasingly responsible positions, managing teams of up to 100+ full-time and part-time employees.
Jan 1990 - Mar 1999
2 education records
Gary D Levy education
Master Of Business Administration (Mba), Strategic Business Management
Hofstra University
B.S., Business, Management & Economics
Empire State University
FAQ
Frequently asked questions about Gary D Levy
Quick answers generated from the profile data available on this page.
What company does Gary D Levy work for?
Gary D Levy works for Castle Placement.
What is Gary D Levy's role at Castle Placement?
Gary D Levy is listed as Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πππ at Castle Placement.
What is Gary D Levy's email address?
AeroLeads has found 1 work email signal at @tiaa.org for Gary D Levy at Castle Placement.
Where is Gary D Levy based?
Gary D Levy is based in New York City Metropolitan Area, United States, United States while working with Castle Placement.
What companies has Gary D Levy worked for?
Gary D Levy has worked for Castle Placement, Biltmore Savings Consultants, Llc - Management Consulting, Biltmore Savings Consultants, Llc - Interested To Learn More? Book 15 Minutes, Tiaa, and Ss&C Globeop.
How can I contact Gary D Levy?
You can use AeroLeads to view verified contact signals for Gary D Levy at Castle Placement, including work email, phone, and LinkedIn data when available.
What schools did Gary D Levy attend?
Gary D Levy holds Master Of Business Administration (Mba), Strategic Business Management from Hofstra University.
What skills is Gary D Levy known for?
Gary D Levy is listed with skills including Hedge Funds, Asset Management, Portfolio Management, Fund Of Funds, Alternative Investments, Investments, Equities, and Risk Management.
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