Isaac Levy
Operations Department Specialist at BizFund- Claim this Profile
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Bio
Experience
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BizFund
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United States
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Financial Services
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1 - 100 Employee
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Operations Department Specialist
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Dec 2021 - Present
Brooklyn, New York, United States
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Symmetry Financial Group
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United States
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Insurance
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700 & Above Employee
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Senior Field Underwriter
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Jun 2021 - Dec 2022
New York, New York, United States
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BizFund
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United States
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Financial Services
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1 - 100 Employee
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Underwriting Associate
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Jul 2019 - Aug 2019
Brooklyn, New York, United States Conducted specific analyses to determine prospectively the most optimal industry of businesses to fund. Prepared monthly and annual analytic reports from company’s previous years investments. Worked side-by-side with in-house lawyers and paralegals to finalize contracts to send to clients.
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Power Forward Group
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United States
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Financial Services
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1 - 100 Employee
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Life Insurance Intern
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Jul 2017 - Aug 2017
New York, United States Created promotional videos that were published as Facebook ads and on the company website. Updated the company website by creating visual advertising content as well as assisted in reorganizing the web pages. Cold called and physically pitched to potential clients with PowerPoints detailing financial plans specifically tailored to the client’s needs.
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Triangle Assets
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United States
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Real Estate
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1 - 100 Employee
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Real Estate Intern
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Jul 2016 - Aug 2016
New York, United States Shadowed commercial real estate showings and traveled to company’s construction sites. Participated in meetings with investors and clients. Designed office spaces by drawing models scaled to measurement including interiors.
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Education
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Yeshiva University
Bachelor's degree, Finance