Who is Mark H Levy? Overview
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Mark H Levy is listed as SENIOR VICE PRESIDENT OF SALES at Resource, based in Falmouth, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Mark H Levy.
Mark H Levy previously worked as DIRECTOR OF INVESTMENTS at Mds Energy Development, Llc and SENIOR WHOLESALER AND CORPORATE ADVISOR at U.S. Energy Development Corporation. Mark H Levy holds Marketing from University Of Maryland.
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Resource
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Profile bio
About Mark H Levy
Contact Information: (302) 381-0969 • MLFISHIN@AOL.COMSenior Real Estate and Asset Management, Sales and Management Executive with 25+ years of expertise in raising private, institutional and corporate equity capital, in Real Estate and in Domestic Energy programs (including oil & gas). Excel at maximizing the potential of local, regional and national Broker-Dealer selling groups, obtaining selling agreements and translating agreements into substantial annual sales. Experience structuring incentive and compensation plans and managing national sales teams. Speaker at national and regional Broker-Dealer and due diligence conferences. Conduct Continuing Professional Education (CPE) Seminars for CPAs throughout the country.
Listed skills include Oil And Gas, Oil And Gas Industry, Asset Management, Investment Management, and 2 others.
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Mark H Levy's current company
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7 roles
Mark H Levy work experience
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Senior Vice President Of Sales
Current– TERRITORY / CHANNEL: Nationwide / Broker-Dealer– Training, management and evaluation of the internal, hybrid and the external sales teams– Field travel with the external wholesalers resulting in direct observation and immediate feedback– Assist the National Accounts Team with new Advisor acquisitions – Obtained 3 new Selling Agreements and close to.
Feb 2017 - Present
Director Of Investments
- TERRITORY / CHANNEL: Northeast (17 states) / Broker-Dealer- Presented structure and detailed tax analysis at corporate sponsored due diligence meetings - Responsible for sales in oil & gas drilling programs and income generating programs - Increased sales by approximately 40% in spite of poor performance in previous partnerships- Obtained new selling.
May 2015 - Jan 2017
Senior Wholesaler And Corporate Advisor
– TERRITORY / CHANNEL: Nationwide / Broker-Dealer, Independent Broker-Dealer– Utilized existing relationships, obtained selling agreements throughout the nation– Instrumental in getting company to move from regional, to a major national accounting firm– Assisted external and internal wholesalers in developing a clear and uniform presentation – Hosted.
Jan 2011 - May 2015
Founder/Managing Partner
Harbor Strategies Group
– TERRITORY / CHANNEL: New England / CPAs– Worked with CPAs & Attorneys to provide HNW & small business insurance investment solutions – Establish affinity program with both the Massachusetts and Rhode Island CPA Associations– Consultant for Alt Investments, selling tax advantaged investments in real estate and oil & gas– Obtained preferred relationship.
Mar 2010 - Jan 2011
Senior Vice President Of Sales
- TERRITORY / CHANNEL: Nationwide / Broker-Dealer- Opened 19 new Broker-Dealer relationships across the nation- Developed educational, sales and marketing materials for use with Advisors and HNW clients - Hired and trained registered representatives national sales staff – Internal and External wholesalers- Established in-house due diligence format and.
Jan 2004 - Mar 2010
National Wholesaler
– TERRITORY / CHANNEL: Nationwide / Broker-Dealer– Opened 4 new Broker-Dealer relationships across the nation increasing sales by over $30M– Represented at in-house, local, regional and national BD and due diligence conferences– Hosted national conference calls to educate reps on products and effective sales techniques– Assisted in the development of sales.
Feb 2001 - Jan 2004
1 education record
Mark H Levy education
FAQ
Frequently asked questions about Mark H Levy
Quick answers generated from the profile data available on this page.
What company does Mark H Levy work for?
Mark H Levy works for Resource.
What is Mark H Levy's role at Resource?
Mark H Levy is listed as SENIOR VICE PRESIDENT OF SALES at Resource.
Where is Mark H Levy based?
Mark H Levy is based in Falmouth, Massachusetts, United States while working with Resource.
What companies has Mark H Levy worked for?
Mark H Levy has worked for Resource, Mds Energy Development, Llc, U.S. Energy Development Corporation, Harbor Strategies Group, and Atlas America, Inc..
How can I contact Mark H Levy?
You can use AeroLeads to view verified contact signals for Mark H Levy at Resource, including work email, phone, and LinkedIn data when available.
What schools did Mark H Levy attend?
Mark H Levy holds Marketing from University Of Maryland.
What skills is Mark H Levy known for?
Mark H Levy is listed with skills including Oil And Gas, Oil And Gas Industry, Asset Management, Investment Management, Mutual Funds, and Alternative Investments.
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