Z

Zack Levine CFP®'s
email & phone

Current Position:

Associate Advisor at WealthKeel LLC

Experience:

9 years

Location:

Akron, Ohio, United States

How to contact Zack Levine CFP®

Last updated:2023-04-18
emailz*********e@wealthkeel.com
phone+1-***-***-6049
Skype
Instagram
Pinterest

Work Experience

Associate Advisor at WealthKeel LLC

Jan 2022 - Current

Paraplanner at WealthKeel LLC

Sep 2020 - Jan 2022

Associate Financial Advisor at Ameriprise Financial Services, LLC. at Ameriprise Financial Services, LLC

Jul 2019 - Aug 2020

Intern at Ameriprise Financial Services, LLC

Jun 2018 - Jul 2019

Server at On Tap at the Harbor

Jun 2016 - Oct 2017

Zack Levine CFP® started working in 2016, then the employee has changed 2 companies and 4 jobs. On average, Zack Levine CFP® works for one company for 1 year 9 months.

Education

Bachelor of Business Administration - BBA at Kent State University

Current Company Information WealthKeel LLC

Name: WealthKeel LLC

Speciality: Gen X & Gen Y Physicians, Financial Planning, Investment Management, Student Loans, Cash Flow & Budgeting

Location: Tampa, Florida, United States

Employees: 1-10

HQ Phone: (267) 590-9533

Description: Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by craft...

Frequently Asked Questions

What is Zack Levine CFP®'s minimum period of employment in the companies?

Zack Levine CFP®'s minimum period of employment in various companies is 1 year 1 month.

What is Zack Levine CFP®'s average duration of employment for different companies?

On average, Zack Levine CFP® works for one company for 1 year 3 months

What industries has Zack Levine CFP® worked in?

Zack Levine CFP® works in the Financial Services.

What positions has Zack Levine CFP® held before?

Previously, Zack Levine CFP® worked as a Paraplanner, and Associate Financial Advisor at Ameriprise Financial Services, LLC., and Intern, and Server.

How do I contact Zack Levine CFP®?

Zack Levine CFP®'s email address is z*********e@wealthkeel.com, phone number is +1-***-***-6049. Sign up to get contact details.

Who are Zack Levine CFP®'s peers at other companies?

Zack Levine CFP®'s peers at other companies are Alice Yang and Fred Waugh and Yinan Liu
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Zack Levine CFP® Namesakes

Name
Company
Position
Z
Senior Analyst, Self-Storage Investment Sales
C
The florida everglades
Airboat Captain
Z
Vice President, Head of Revenue - North America
Z
PS21: Center for Contemporary Performance
Director of Development
Z
Head of Revenue - US, Canada & Israel

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