SL

Shane Levi

Senior Product Execution Associate at Checchi Capital Advisers

Shane is an Investment Associate at CCA, responsible for managing account opening, account maintenance, and client requests.

Prior to joining CCA, Shane was an Operations Associate at SS&C Technologies in New York, where he provided trade and administrative support to east coast-based hedge funds. Shane’s responsibilities included conducting reconciliations of client funds, processing money movements, and managing an international team to provide trade and audit support. Shane received his Bachelor of Science from Fairfield University in Connecticut majoring in Finance with a concentration in Economics.


Org chart