![Tricia Levin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Tricia Levin is Head of Tax at Geller Family Office Services LLC.
Prior to joining Geller Family Office Services LLC in October 2012, Ms. Levin was employed at Deloitte Tax LLP.
Ms. Levin has a B.B.A. in Accounting and Finance from Emory University.
She is a Certified Public Accountant with an M.S.
in Taxation from Fordham University.
Tidigare kända positioner av Tricia Levin
| Företag | Position | Slut |
|---|---|---|
Deloitte Tax LLP
 Deloitte Tax LLP Other Consumer ServicesConsumer Services Provides tax services | Företagsledare/Principal | 2012-10-01 |
Geller Advisors LLC
 Geller Advisors LLC Investment ManagersFinance Geller Advisors aims to preserve and grow their clients’ wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Their client portfolios are overseen by a team led by the Chief Investment Officer (CIO). The CIO generally sets the investment strategy and oversees the research process using a broad spectrum of information. Investment allocations are implemented using both passive and active managers. | Marknadsstrateg | - |
Tricia Levins utbildningar
Erfarenheter
Innehade positioner
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Börsnoterade företag
Privata företag
Relationer
97
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
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Kopplade företag
| Privata företag | 3 |
|---|---|
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors aims to preserve and grow their clients’ wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Their client portfolios are overseen by a team led by the Chief Investment Officer (CIO). The CIO generally sets the investment strategy and oversees the research process using a broad spectrum of information. Investment allocations are implemented using both passive and active managers. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte Tax LLP
Deloitte Tax LLP Other Consumer ServicesConsumer Services Provides tax services | Consumer Services |
