David Charles Levine
Corporate Officer/Principal en NATIONAL HOLDINGS CORPORATION .
Perfil
David Charles Levine is currently the Chief Sales, Executive VP & Relationship Manager at National Holdings Corp.
He was previously the President & Chief Executive Officer at B.
Riley Wealth Advisors, Inc. and held the position of President at Summit Capital Management LLC from 2003 to 2012.
He also served as the Executive Vice President at GunnAllen Financial, Inc. from 2005 to 2010.
Levine received his undergraduate degree from the University of Pennsylvania and his MBA from The Leonard N Stern School of Business.
Cargos activos de David Charles Levine
Empresas | Cargo | Inicio |
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NATIONAL HOLDINGS CORPORATION | Corporate Officer/Principal | - |
Antiguos cargos conocidos de David Charles Levine.
Empresas | Cargo | Fin |
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Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Corporate Officer/Principal | 01/10/2012 |
GunnAllen Financial, Inc.
GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Sales & Marketing | 01/03/2010 |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Chief Executive Officer | - |
Formación de David Charles Levine.
University of Pennsylvania | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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National Holdings Corp.
National Holdings Corp. Investment Banks/BrokersFinance National Holdings Corp. engages in the provision of investment banking and asset management services. It operates through the following segments: Brokerage and Advisory Services and Tax and Accounting Services. The Brokerage and Advisory Services segment includes broker-dealer and investment advisory services, sale of insurance products and licensed mortgage brokerage services. The Tax and Accounting Services segment involves tax preparation and accounting services provided by National Tax. The company was founded in 1947 and is headquartered in New York, NY. | Finance |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Finance |
GunnAllen Financial, Inc.
GunnAllen Financial, Inc. Investment Banks/BrokersFinance GunnAllen Financial, Inc. provided financial investment services. The firm offered securities brokerage, merger and acquisitions, retirement planning and investment advisory services. The company was founded in 1986 and was headquartered in Tampa, FL. | Finance |
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