AeroLeads people directory · profile
Jeanette Sozanski, Ctfa Email & Phone Number
Office Manager
at
Levitch Associates Inc
1 work email found
@a-star.co
1 phone found area 212
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Office Manager
Location
United States, United States, United States
Company size
Who is Jeanette Sozanski, Ctfa? Overview
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Quick answer
Jeanette Sozanski, Ctfa is listed as Office Manager at Levitch Associates Inc, a company with 2 employees, based in United States, United States, United States. AeroLeads shows a work email signal at a-star.co, phone signal with area code 212, and a matched LinkedIn profile for Jeanette Sozanski, Ctfa.
Jeanette Sozanski, Ctfa previously worked as Executive Assistant at A* Capital and Executive Assistant to Founder/CEO at Near Future Summit. Jeanette Sozanski, Ctfa holds Bachelor Of Arts (B.A.), Sociology And Anthropology from Mills College.
Company email context
Email format at Levitch Associates Inc
This section adds company-level context without repeating Jeanette Sozanski, Ctfa's masked contact details.
*@a-star.co
71% confidence
AeroLeads found 1 current-domain work email signal for Jeanette Sozanski, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Jeanette Sozanski, Ctfa
Jeanette Sozanski, Ctfa is a Office Manager at Levitch Associates Inc. She possess expertise in accounting, case management, account reconciliation, accounts payable, accounts receivable and 37 more skills.
Listed skills include Accounting, Case Management, Account Reconciliation, Accounts Payable, and 38 others.
Current workplace
Jeanette Sozanski, Ctfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Levitch Associates Inc
6 roles
Jeanette Sozanski, Ctfa work experience
A career timeline built from the work history available for this profile.
Executive Assistant
Current
Oct 2022 - Present
Executive Assistant To Founder/Ceo
Event planning and production assistanceOverseeing network membership and ticket sales/summit registrationCoordinating logistics for internal and external eventsPlanning monthly deep dive events for members Speaker managementSponsor and vendor management Content and activation developmentVolunteer coordinationCreating/tracking agreements and.
Jan 2021 - Feb 2022
Trust Assistant Ii
Wealth Management Support Trust Officers with the administration of investment management agency, custody, and personal trust accounts Process disbursements (wiring funds, bill pay, etc.) and receipts Monitor account activity to ensure compliance with established procedures, rules, & regulations Maintain trust account records (obtain and update account.
Dec 2017 - Jan 2021
Administrative Assistant
Bessemer Trust is a private multifamily office that provides wealth management services to high net worth individuals and families.Duties include supporting client advisory team with account administration and cash transactions (using CMS application), preparation of client materials (spreadsheets, presentations, book binding etc.), updating monthly.
Sep 2016 - Nov 2017
Case Manager For Professional Fiduciary
Bautista, Bautista And Associates
Private Professional Fiduciary ServicesPrepared court-reviewed accountings, accounts payable/receivable, case management, assisted professional fiduciary with trust and estate administration, scheduling and attending medical appointments for clients, establishing budgets for clients, balancing financial statements in Quicken and preparing financial reports
Apr 2012 - Sep 2016
3 education records
Jeanette Sozanski, Ctfa education
Bachelor Of Arts (B.A.), Sociology And Anthropology
Professional Fiduciary Management, Fiduciary Services
Trust Administration
FAQ
Frequently asked questions about Jeanette Sozanski, Ctfa
Quick answers generated from the profile data available on this page.
What company does Jeanette Sozanski, Ctfa work for?
Jeanette Sozanski, Ctfa works for Levitch Associates Inc.
What is Jeanette Sozanski, Ctfa's role at Levitch Associates Inc?
Jeanette Sozanski, Ctfa is listed as Office Manager at Levitch Associates Inc.
What is Jeanette Sozanski, Ctfa's email address?
AeroLeads has found 1 work email signal at @a-star.co for Jeanette Sozanski, Ctfa at Levitch Associates Inc.
What is Jeanette Sozanski, Ctfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Jeanette Sozanski, Ctfa at Levitch Associates Inc.
Where is Jeanette Sozanski, Ctfa based?
Jeanette Sozanski, Ctfa is based in United States, United States, United States while working with Levitch Associates Inc.
What companies has Jeanette Sozanski, Ctfa worked for?
Jeanette Sozanski, Ctfa has worked for Levitch Associates Inc, A* Capital, Near Future Summit, Mechanics Bank, and Bessemer Trust.
Who are Jeanette Sozanski, Ctfa's colleagues at Levitch Associates Inc?
Jeanette Sozanski, Ctfa's colleagues at Levitch Associates Inc include Michael Oravitz.
How can I contact Jeanette Sozanski, Ctfa?
You can use AeroLeads to view verified contact signals for Jeanette Sozanski, Ctfa at Levitch Associates Inc, including work email, phone, and LinkedIn data when available.
What schools did Jeanette Sozanski, Ctfa attend?
Jeanette Sozanski, Ctfa holds Bachelor Of Arts (B.A.), Sociology And Anthropology from Mills College.
What skills is Jeanette Sozanski, Ctfa known for?
Jeanette Sozanski, Ctfa is listed with skills including Accounting, Case Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Social Services, and Microsoft Office.
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