Lee Levy Email and Phone Number
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"If you are not willing to risk the usual, you will have to settle for the ordinary."- Jim Rohn.I consider myself as someone who is driven, ambitious and as someone who rarely makes mistakes. I cultivate and foster positive relationships. Previous experiences have always drawn me to positions that are related to Finance and Technology. My time at Capital One and JPMorgan Chase & Co. has taken me to many places over the past few years. My ability to quickly move up the ranks from Analyst to Associate to Senior Associate is testament to my ability learn quickly and excel as an individual. Currently at JPMorgan Chase & Co. I am able to use my skillset coupled with previous experiences to make a difference in the organization and add value to company initiatives.People who know me will tell you that I am someone who takes time out of his day to "brighten the day" of others. On a professional level, they would also speak of my competency as a leader and of success in sales at Piazza Mazda which has led to increased company profits. I am looking forward to a continued rewarding career where I can fully develop my skills and experience in Finance Management and Technology.Send an email to lj_levy@comcast.net connect or learn more.Specialties: Project Management, Relationship Management, Risk Mitigation, Credit Analysis, Strategic Planning, P&L Management, Sales Forecasting and Finance Management.
Mid-Atlantic Super Series (M.A.S.S.)
View- Website:
- jpmorganchase.com
- Employees:
- 286575
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Co DirectorMid-Atlantic Super Series (M.A.S.S.)Glen Mills, Pa, Us
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Assistant Vice President - Senior Associate, Risk Strategy & Execution ManagerJpmorgan Chase & Co. Jan 2023 - PresentWilmington, Delaware, United States -
Associate, Risk Strategy & Execution ManagerJpmorgan Chase & Co. Oct 2020 - Jan 2023Wilmington, Delaware, United States -
Co DirectorMid-Atlantic Super Series (M.A.S.S.) Apr 2018 - PresentWest Chester, Pennsylvania
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Senior Risk Associate - Capital Markets OnboardingCapital One Aug 2019 - Oct 2020 -
Middle Office Analyst - Trade SupportJpmorgan Chase & Co. Jun 2017 - Aug 2019Wilmington, De -
Sales ManagerPiazza Mazda Of West Chester Apr 2016 - Jun 2017West Chester, PaContinuously designed and implemented sales strategies for a team of 12 sales professionals and developed ways to expand the business. • Maintained an owner follow-up system to encourage repeat business and maintained a rapport with new and existing customers.• Preserved accurate data related to vehicle inventory, sales progresses and financial reports. • Recruited, trained and mentored new staff and implemented bonus plans for the team designed to increase productivity.Selected Accomplishments Include: * Recognized in the district for managing and leading the #1 Mazda store in units in 11 out of 12 months in 2016. * President’s Club Dealer from 2009 – 2016. * Successfully expanded the business through negotiation and exceptional marketing initiatives such as using a “Menu Selling System.” * Met and exceeded sales quotas with VAR partners. -
Finance & Lease ManagerPiazza Mazda Of West Chester Aug 2011 - Apr 2016West Chester, PaFiscally managed all accounting and financial aspects of the business including but not limited to: customer financing opportunities, budgeting, financial reporting and bank contracts.• Created procedures for protecting company assets.• Self-audited previous bank contracts to ensure they were in compliant with current laws.• Analyzed credit reports to assist banks in making credit decisions.• Explained to potential customers the consequences of debt and and derogatory credit ratings. Selected Accomplishments: * Promoted to Finance manager within two years of being with the company. * Increased profits in the Finance department by 75% per transaction with new financial and marketing processes. * Streamlined the financing closing process that decreased customer wait times by 30-45 minutes after each purchase. * Prevented predatory lending and fraud by auditing customer records against an OFAC database and conducting Red Flag checks in accordance with the Patriot Act. -
Sales ConsultantPiazza Mazda Of West Chester Jun 2009 - Aug 2011West Chester, PaDeveloped car sales strategies in view of sales target and multidimensional market conditions.• Successfully interacted with customers to understand their individual needs and budget restrictions. • Used an internet lead system to facilitate transactions with customers and streamline sales efforts.Selected Accomplishments: * Consistently exceeded sales quotas for new and used cars. * Successfully conducted customer follow ups which routinely generated into sales or leads. * Maintained the reputation of selling the most vehicles per month in the entire dealership. -
Financial Office Assistant (Internship)Adam'S Material Handling Dec 2008 - Jun 2009Philadelphia, PaSkillfully managed a wide-range of office and sales support tasks including accounts receivables, collections, billing and invoicing for customer accounts. • Offered exceptional personalized service to customers and made recommendations on various types of equipment based on their individual needs.• Communicated with customers to ensure correct orders for parts were taken and ensured their availability.• Responded to customer inquiries in person and via telephone. • Visit current and potential clients to promote and offer products and services.Selected Accomplishments: * Demonstrated the capacity to provide comprehensive support for multi-level staff. * Identified areas for improvement in policies, procedures and business processes. * Streamlined additional administrative processes and maintained client confidentiality of financial records at all times.
Lee Levy Skills
Lee Levy Education Details
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Business Administration -
Business Administration
Frequently Asked Questions about Lee Levy
What company does Lee Levy work for?
Lee Levy works for Mid-Atlantic Super Series (M.a.s.s.)
What is Lee Levy's role at the current company?
Lee Levy's current role is Co Director.
What is Lee Levy's email address?
Lee Levy's email address is lj****@****ann.edu
What is Lee Levy's direct phone number?
Lee Levy's direct phone number is +161039*****
What schools did Lee Levy attend?
Lee Levy attended Neumann University, Kutztown University Of Pennsylvania.
What skills is Lee Levy known for?
Lee Levy has skills like Customer Service, Account Management, Marketing, Sales, Microsoft Office, B2b, Management, Process Improvement, Team Building, Customer Satisfaction, Leadership, Microsoft Word.
Who are Lee Levy's colleagues?
Lee Levy's colleagues are Geetha Lingan, Shih Hsieh, Melvin Dees Iii, Srinivas Prasad, Rio Dhat, Dennis Ii Kilem, Christina Chen.
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