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@thomascapital.com
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2 phones found area 253 and 860
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LinkedIn matched
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Jeffrey Levine, Cpa, Cfa is listed as Managing Director at Thomas Capital Group at Thomas Capital Group, a with 12 employees, based in Greater Hartford, United States. AeroLeads shows a work email signal at thomascapital.com, phone signal with area code 253, 860, and a matched LinkedIn profile for Jeffrey Levine, Cpa, Cfa.
Jeffrey Levine, Cpa, Cfa previously worked as Managing Director at Thomas Capital Group and Director and Chief Financial Officer at Thomas Capital Group. Jeffrey Levine, Cpa, Cfa holds Bachelor Of Science (Bs), Accounting And Finance from Bryant University.
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AeroLeads found 3 current-domain work email signals for Jeffrey Levine, Cpa, Cfa. Compare company email patterns before reaching out.
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.
Listed skills include Private Equity, Alternative Investments, Valuation, Venture Capital, and 17 others.
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Hartford, 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
Hartford, 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
Hartford, Connecticut Area
Times 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
Hartford, Connecticut Area
Cigna 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
Hartford, Connecticut Area
Cigna 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
Hartford, Connecticut Area
Cigna 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
Hartford, Connecticut Area
Cigna Investment Management• Perform all accounting functions for Cigna Investments, Inc. and subsidiaries, including monthly and quarterly reports
Hartford, Ct
• Supervise assistant accountants• Perform audits primarily on banks, insurance companies and not-for-profit entities
Hartford, Connecticut Area
• Perform audits primarily on banks, insurance companies and not-for-profit entities
Quick answers generated from the profile data available on this page.
Jeffrey Levine, Cpa, Cfa works for Thomas Capital Group.
Jeffrey Levine, Cpa, Cfa is listed as Managing Director at Thomas Capital Group at Thomas Capital Group.
AeroLeads has found 3 work email signals at @thomascapital.com for Jeffrey Levine, Cpa, Cfa at Thomas Capital Group.
AeroLeads has found 2 phone signal(s) with area code 253, 860 for Jeffrey Levine, Cpa, Cfa at Thomas Capital Group.
Jeffrey Levine, Cpa, Cfa is based in Greater Hartford, United States while working with Thomas Capital Group.
Jeffrey Levine, Cpa, Cfa has worked for Thomas Capital Group, Cigna, and Kpmg Us.
Jeffrey Levine, Cpa, Cfa's colleagues at Thomas Capital Group include Carter Harris and Stephen Myott.
You can use AeroLeads to view verified contact signals for Jeffrey Levine, Cpa, Cfa at Thomas Capital Group, including work email, phone, and LinkedIn data when available.
Jeffrey Levine, Cpa, Cfa holds Bachelor Of Science (Bs), Accounting And Finance from Bryant University.
Jeffrey Levine, Cpa, Cfa is listed with skills including Private Equity, Alternative Investments, Valuation, Venture Capital, Due Diligence, Portfolio Management, Investments, and Financial Modeling.
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