Jeffrey Levine, Cpa, Cfa Email and Phone Number
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Jeffrey Levine, Cpa, Cfa personal email
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Thomas Capital Group is a registered broker-dealer that assists and guides alternative investment managers worldwide in structuring funds and raising capital. Working with a select group of fund managers, Thomas Capital Group has helped raise billions of dollars from leading investors from around the world.Thomas Capital Group’s team of professionals possesses extensive placement and marketing experience, a global network of close investor relationships, and strong buy-side investment experience. This expertise allows us to better understand our clients’ strategies and competitive advantages as well as more articulately communicate these attributes to the right investors. As an independent boutique placement firm with offices on both coasts and global distribution, we are able to tailor a value-added sales process for our clients and introduce them to appropriate investors. As a Managing Director and senior member of the marketing team, my primary role is to represent our clients to potential investors in New York City, New England, Pennsylvania and portions of the southeastern U.S. I started with the firm as its Chief Financial Officer and drove the establishment of the Connecticut office. Other current and/or past responsibilities include new client initiatives, due diligence, modeling, firm rebranding, compliance, accounting/financial reporting, online database selection/implementation, new firm website along with updates and executive leadership deliverables.As someone with over 30 years of experience in accounting, finance and multiple aspects of the private equity industry, I would describe myself as having a strong analytical acumen, a passion for embracing technology and the ability to cultivate and maintain strong interpersonal relationships.
Thomas Capital Group
View- Website:
- thomascapital.com
- Employees:
- 12
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Managing DirectorThomas Capital Group Jul 2005 - PresentHartford, Connecticut Area• Market private equity funds to potential New York City, New England, Pennsylvania and southeastern U.S. investors• Review, perform due diligence and participate in determining new private equity clients• Implemented and continue to maintain Salesforce.com database for firm-wide use• Review client marketing documents including PPMs, presentation books and executive summaries
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Director And Chief Financial OfficerThomas Capital Group Nov 2000 - Jul 2005Hartford, Connecticut Area• Review firm opportunities and maintain online database• Collaborate with colleagues and clients to produce private placement memorandums• Prepare client due diligence packages, including track record presentation• In charge of accounting, financial reports and cash flow projections• Firm’s Financial Operations Principal (FINOP)• Oversee home office staff regarding bookkeeping, marketing and completion of questionnaires
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DirectorCigna May 2000 - Oct 2000Hartford, Connecticut AreaTimes Square Capital Management• Provide analytical support to portfolio manager in management of Cigna’s stable value portfolios• Monitor and updated the portfolio’s cash forecast and investment plan• Create models to simulate changes in portfolio investment strategies -
Assistant DirectorCigna Mar 1999 - May 2000Hartford, Connecticut AreaCigna Investment ManagementCigna Mezzanine Partners• Perform financial calculations for Cigna Mezzanine Funds’ performance and investment exits• Perform daily accounting and cash management functions for the Cigna Mezzanine Funds• Prepare quarterly financial statements for all partners as well as facilitate the annual audit• Create/maintain a Microsoft Access database used to track Mezzanine Fund investments• Act as main contact and track performance for Cigna's investments in external mezzanine funds
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Portfolio Accountant/AnalystCigna Jan 1997 - Mar 1999Hartford, Connecticut AreaCigna Investment ManagementCigna Mezzanine Partners• Perform financial calculations for Cigna Mezzanine Funds’ performance and investment exits• Perform daily accounting and cash management functions for the Cigna Mezzanine Funds• Prepare quarterly financial statements for all partners as well as facilitate the annual audit• Create/maintain a Microsoft Access database used to track Mezzanine Fund investments• Act as main contact and track performance for Cigna's investments in external mezzanine funds
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Senior AccountantCigna Jul 1992 - Jan 1997Hartford, Connecticut AreaCigna Investment ManagementCigna Mezzanine Partners• Perform daily accounting and cash management functions for the Cigna Mezzanine Funds• Prepare quarterly financial statements for all partners as well as facilitate the annual audit• Create/maintain a Microsoft Access database used to track Mezzanine Fund investments• Act as main contact and track performance for Cigna's investments in external mezzanine funds
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Accounting SpecialistCigna Jul 1991 - Jul 1992Hartford, Connecticut AreaCigna Investment Management• Perform all accounting functions for Cigna Investments, Inc. and subsidiaries, including monthly and quarterly reports
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In-Charge AccountantKpmg Us Aug 1990 - Mar 1991Hartford, Ct• Supervise assistant accountants• Perform audits primarily on banks, insurance companies and not-for-profit entities -
Assistant AccountantKpmg Us Aug 1989 - Aug 1990Hartford, Connecticut Area• Perform audits primarily on banks, insurance companies and not-for-profit entities
Jeffrey Levine, Cpa, Cfa Skills
Jeffrey Levine, Cpa, Cfa Education Details
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Accounting And Finance -
Bloomfield High School
Frequently Asked Questions about Jeffrey Levine, Cpa, Cfa
What company does Jeffrey Levine, Cpa, Cfa work for?
Jeffrey Levine, Cpa, Cfa works for Thomas Capital Group
What is Jeffrey Levine, Cpa, Cfa's role at the current company?
Jeffrey Levine, Cpa, Cfa's current role is Managing Director at Thomas Capital Group.
What is Jeffrey Levine, Cpa, Cfa's email address?
Jeffrey Levine, Cpa, Cfa's email address is jp****@****tal.com
What is Jeffrey Levine, Cpa, Cfa's direct phone number?
Jeffrey Levine, Cpa, Cfa's direct phone number is +125385*****
What schools did Jeffrey Levine, Cpa, Cfa attend?
Jeffrey Levine, Cpa, Cfa attended Bryant University, Bloomfield High School.
What are some of Jeffrey Levine, Cpa, Cfa's interests?
Jeffrey Levine, Cpa, Cfa has interest in Golf, Tennis, Skiing And Youth Baseball.
What skills is Jeffrey Levine, Cpa, Cfa known for?
Jeffrey Levine, Cpa, Cfa has skills like Private Equity, Alternative Investments, Valuation, Venture Capital, Due Diligence, Portfolio Management, Investments, Financial Modeling, Equities, Finance, Financial Analysis, Capital Markets.
Who are Jeffrey Levine, Cpa, Cfa's colleagues?
Jeffrey Levine, Cpa, Cfa's colleagues are Stephen Myott, Carter Harris.
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