Levi Rachman

Levi Rachman has a diverse work experience spanning multiple industries and roles. Levi started their career as a Global Wealth Management Intern at Salomon Smith Barney Holdings Inc. in 2008, where they gained exposure to financial markets and provided administrative support to financial advisors. In the same year, they also had an internship at Goldman Sachs, where they analyzed financial documents and prepared tax forms.

Levi then became a Licensed Banker at the National Financial Services Group in 2009, where they successfully generated leads and closed sales of approximately $7 million. Levi also developed relationships with professionals in various industries and conducted financial analysis for retail clientele.

In 2010, Levi joined a Global Financial Services Firm as part of the Capital Introductions team. Levi worked in this role until 2012, assisting with generating reports and presentations and facilitating introductions between clients and capital providers.

Levi then became the Founder of the T|R Charitable Foundation in 2009, where they played a key role in establishing the organization and its charitable initiatives. Finally, in 2012, they joined Phoenix Financial Services as Vice President.

Overall, Levi Rachman has amassed valuable experience in wealth management, financial analysis, business development, and leadership roles.

Levi Rachman completed their Bachelor of Business Administration (BBA) degree with a major in Finance and Psychology at Baruch College from 2005 to 2009. Additionally, they pursued a Bachelor of Science (BSC) degree in International Business for a year in 2007 at the Copenhagen Business School. In 2019, Levi obtained the Insurance Agent certification, specializing in Accident, Health, Life, Variable Life & Variable Annuities, from Phoenix Financial Services, Inc. Levi also has plans to obtain the Series 63 and Series 7 certifications, although the details of their completion are not provided.