Isaac Levy

Operations Department Specialist at BizFund
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Contact Information
us****@****om
(386) 825-5501
Location
Brooklyn, US

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Bio

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Department Specialist
      • Dec 2021 - Present

      Brooklyn, New York, United States

    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Field Underwriter
      • Jun 2021 - Dec 2022

      New York, New York, United States

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Underwriting Associate
      • 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.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Life Insurance Intern
      • 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.

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Real Estate Intern
      • 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.

Education

  • Yeshiva University
    Bachelor's degree, Finance
    2017 - 2021

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