Zachary Levin Email & Phone Number

I joined Simon Quick Advisors in July 2022 after graduating from Lehigh University, with a degree in Economics and International Relations. I am currently a member of the Client Advisory team, responsible for supporting the Partners and Client Advisors by assisting with financial plans and investment analyses for clients, interfacing with money managers and third party service providers, coordinating client communications, monitoring client liquidity needs and preparing investment performance reports.Prior to joining the Client Advisory team, I spent six months in the Simon Quick Advisors Analyst Training Program where I rotated between operations, investment research and client advisory. Prior to joining full time, I interned for Simon Quick Advisors in the summer of 2021.Bio: https://simonquickadvisors.com/team/client-advisoryEmail: zacharylevin1@gmail.com

Listed skills include Microsoft Office, Financial Modeling, Bloomberg Terminal, Spreadsheets, and 4 others.