LPL Financial - Brooklyn, NY since Jan 2013
Registered Sales Assistant (FC Training Program)
Go Clean NYC - Brooklyn Jun 2011 - Dec 2012
Owner
JPMorgan Chase Sep 2007 - Jun 2011
Business Champion
Astoria Federal Savings - Brooklyn, NY Jan 2006 - Sep 2007
Personal Banker
Omni Financial Research Oct 2004 - Jan 2006
Account / Marketing Executive
Education:
Kingsborough Community College
Associates in Applied Science, 2005; Business Administration
Skills:
Retirement Planning Business Development Sales Insurance Management Referrals Acquiring Securities Ira's Servicing Annuities Investment Products High Net Worth Individuals Savings Rollovers Banking Financial Services Mortgage Lending Finance Loans Credit Retail Banking Investments Small Business Lending Relationship Management Cross Selling Refinance Merchant Services Crm Series 6 Lines of Credit Mutual Funds Mortgage Banking Deposits Commercial Banking Series 63 Checking Loan Origination Consumer Lending Private Banking Commercial Mortgages Residential Mortgages Credit Cards Financial Advisory Home Equity Loans Cash Management Mortgage Cash Series 7 Commercial Lending
JPMORGAN CHASE New York, NY Sep 2007 to Sep 2007 conversion partner and honored as a Business ChampionAstoria Federal Savings Brooklyn, NY Jan 2006 to Sep 2007 Personal BankerOmni Financial Research North Woodmere, NY Oct 2004 to Jan 2006 Account / Marketing ExecutiveNYU Downtown Hospital New York, NY Nov 2003 to Sep 2004 Internship
Education:
Kingsborough Community College Brooklyn, NY 2005 Associates in Applied Science in Business Administration
A Manhattan federal court indictment says Levitis and his co-defendants -- Denis Kurlyand, Boris Shulman and Manuel Cruz -- "systematically exploited over a thousand financially disadvantaged individuals across the country" since 2009.