Gary D Levy

Gary D Levy Email and Phone Number

Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πŸš€πŸš€πŸš€ @ Castle Placement
Gary D Levy's Location
New York City Metropolitan Area, United States, United States
Gary D Levy's Contact Details
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.

Gary D Levy's Current Company Details
Castle Placement

Castle Placement

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Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πŸš€πŸš€πŸš€
Gary D Levy Work Experience Details
  • Castle Placement
    Managing Director
    Castle Placement Jul 2023 - Present
    New York, Ny, Us
    Castle Placement raises equity and debt capital for private companies and funds, utilizing a robust, data-driven technology platform.
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  • Biltmore Savings Consultants, Llc - Management Consulting
    Top Problem Solver - Revolutionizing Business Operations W/Vision, Strategy, Workflows & Automation
    Biltmore Savings Consultants, Llc - Management Consulting Nov 2020 - Present
    β–ΆοΈŽ π—₯π—˜π—–π—’π— π— π—˜π—‘π——π—”π—§π—œπ—’π—‘π—¦:β€’ "Gary is a can do leader and highly skilled driving teams to execute business initiatives..."β€’ "Gary was a thought leader as well as a solid manager as he built a highly efficient department..."β€’ "Gary is a very detailed and focused professional..."β€’ "Gary is one of those people who stands out in a group because he listens before he speaks..."
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  • Biltmore Savings Consultants, Llc - Interested To Learn More? Book 15 Minutes
    Interested To Learn More...Click Logo On Left...
    Biltmore Savings Consultants, Llc - Interested To Learn More? Book 15 Minutes Nov 2020 - Present
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  • Tiaa
    Vice President (Nuveen)
    Tiaa Jan 2017 - Nov 2020
    New York, Ny, Us
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  • Tiaa
    Director
    Tiaa Jun 2012 - Jan 2017
    New York, Ny, Us
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  • Tiaa
    Independent Consultant
    Tiaa Aug 2011 - Jun 2012
    New York, Ny, Us
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  • Ss&C Globeop
    Director
    Ss&C Globeop May 2010 - May 2011
    London, Gb
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  • Bny Mellon (Ivy Asset Management)
    Director
    Bny Mellon (Ivy Asset Management) Sep 2003 - May 2010
    New York, Ny, Us
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  • Citi
    Vice President
    Citi Nov 2000 - Aug 2003
    New York, New York, Us
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  • Lord, Abbett & Co. Llc
    Manager
    Lord, Abbett & Co. Llc Mar 1999 - Oct 2000
    Jersey City, New Jersey, Us
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  • Citi
    Vice President
    Citi Jan 1990 - Mar 1999
    New York, New York, Us
    Worked in several increasingly responsible positions, managing teams of up to 100+ full-time and part-time employees.
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Gary D Levy Skills

Hedge Funds Asset Management Portfolio Management Fund Of Funds Alternative Investments Investments Equities Risk Management Fixed Income Operations Management Financial Risk Asset Allocation Mutual Funds Derivatives Bloomberg Business Process Improvement Investment Management Organizational Effectiveness Management Fund Accounting Fund Administration Capital Markets Securities Investor Relations Private Equity Bonds Performance Measurement Developing Teams

Gary D Levy Education Details

  • Hofstra University
    Hofstra University
    Strategic Business Management
  • Empire State University
    Empire State University
    Management & Economics

Frequently Asked Questions about Gary D Levy

What company does Gary D Levy work for?

Gary D Levy works for Castle Placement

What is Gary D Levy's role at the current company?

Gary D Levy's current role is Investment Banker - Raising Capital / Revolutionizing Business Operations. Author & Founder / President of Biltmore Savings Consultants πŸš€πŸš€πŸš€.

What is Gary D Levy's email address?

Gary D Levy's email address is gl****@****iaa.org

What schools did Gary D Levy attend?

Gary D Levy attended Hofstra University, Empire State University.

What are some of Gary D Levy's interests?

Gary D Levy has interest in Economic Empowerment, Civil Rights And Social Action, Politics, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief, Human Rights, Health.

What skills is Gary D Levy known for?

Gary D Levy has skills like Hedge Funds, Asset Management, Portfolio Management, Fund Of Funds, Alternative Investments, Investments, Equities, Risk Management, Fixed Income, Operations Management, Financial Risk, Asset Allocation.

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