Jerry Levin Email & Phone Number

As an experienced business executive – who has held leadership roles in financial services, consulting, and travel industries – I possess a rare blend of financial, operational, and investment/banking acumen. This combination has enabled me to be effective as a CFO (e.g. Beautiful Destinations, GLOW), COO (e.g. Beautiful Destinations, Jefferies), and financial services leader (e.g. Jefferies, EFG Capital, Bear Stearns). As a CFO, I bring together high-caliber executive leadership/management capabilities with exceptional financial modeling, cash flow management, budgeting, and technical data analysis skills. This has enabled me – both as a full-time and interim CFO – to set up a variety of companies for sustainable growth.My success as a COO is rooted in my natural attention to detail in areas such as investor relations, business process, performance management, structuring, implementation/execution, legal documentation, and compliance. My ability to be laser-focused within a wide range of operational domains (and drive projects to completion) has helped companies scale both domestically and abroad.Within financial services, I have worn many hats (investor, investee, and banker), managed a substantial portfolio of hedge fund investments, and sat on both sides of the IR table. Operationally, I raised direct capital and managed corporate transactions from the principal seat. From a banking perspective, I executed capital raising, M&A and restructuring processes (on an agency basis), while having to manage all constituent stakeholders.

Listed skills include Valuation, Investment Banking, Financial Modeling, Mergers And Acquisitions, and 19 others.

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  The Wharton School

  Accounting