Ron Levi

Vice President, Investment Banking at MA Financial Group

Ron Levi has a diverse work background encompassing various industries and roles. Starting in 2011, they worked as an intern at Ashe Morgan Winthrop, where they assisted senior management in ongoing deals and gained insight into the asset management industry. In the same year, they also fundraised for the Prince of Wales Hospital as the highest individual fundraiser at GoFundraise.

In 2013, Ron interned as a research analyst at St. James's Place Wealth Management – Asia. Following this, they joined Pix2Flix as the Sydney Operations Manager and remained there until 2014.

Ron then transitioned to KPMG Australia in 2014, starting as an Accountant before becoming an Assistant Manager in Assurance for Consumer Industrial Markets. In 2017, they moved to the role of Executive in Deal Advisory's Transaction Services, where they performed tasks such as analyzing financial data, identifying risks, managing transactions, and researching potential targets.

From 2018 onwards, Ron joined MA Financial Group, initially as an Analyst in Investment Banking, then as an Investment Banking Associate, and currently holds the position of Vice President in Investment Banking.

Additionally, in 2018, Ron participated in The Observership Program, serving as a Board Observer for a non-profit organization and gaining experience in not-for-profit board governance principles and fiscal processes.

Ron Levi completed their high school education at Moriah College from 2002 to 2008, obtaining a Completion of HSC degree. Ron then attended the University of Technology Sydney from 2010 to 2014, earning a B Business B International Studies degree with a focus on Accounting and Finance. Afterwards, they pursued further education at Chartered Accountants Australia and New Zealand from 2014 to 2016, specializing in Accounting.

Links

Previous companies

GoFundraise logo
KPMG Australia logo

Timeline

  • Vice President, Investment Banking

    February, 2023 - present

  • Investment Banking Associate

    January, 2021

  • Analyst Investment Banking

    October, 2018