Experience

Levinson & Associates, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Financial Consultant

  • Jan 2018 - Present

  Levinson & Associates, Inc. is a National Insurance Marketing Company domiciled in Florida since 1972. We offer a wide array of innovative financial services and products with a common purpose: to help individuals, families and businesses build, protect and preserve their hard-earned assets. With many decades of experience, Levinson has built a solid reputation on secure management, sound decisions and consumer confidence. Our financial professionals provide the information, skills and knowledge people need to make informed decisions about their finances. We are leading the charge in opening up the financial services industry-eliminating the barriers of income, high deposits and social status-so people from all walks of life can attain financial independence. For that reason, Levinson financial professionals provide you with best-of-breed products and services, as well as enhance your understanding of financial fundamentals. As a result, you can make wise choices, and better manage and protect your money. We strive to make the challenge of providing for a better tomorrow accessible to everyone! Show less



Transamerica

• United States
• Financial Services
• 700 & Above Employee

• Financial Professional

  • 2013 - Present

  Investments, Retirement Strategies, Protection, Income for Life, Retirement Guidance, Employee Benefits Investments, Retirement Strategies, Protection, Income for Life, Retirement Guidance, Employee Benefits



Hope Commerce Solutions

• Oakland, CA 94607

• Marketing/Customer Service

  • Oct 2011 - Jun 2013

  • Was a distinguished salesperson and customer service agent in the direct marketing of all Merchant Services products, including all software and hardware related products and services. • Was the primary, direct contact person for the merchant to merchant implementation of the City of Oakland sponsored local rewards and loyalty program, ‘Oakland Grown.’ • Handled all point of sale terminal installations and program downloads upon enrollment of the merchant. • Maintained a professional demeanor at all times and was skilled in the method of de-escalation when necessary to maintain optimum customer satisfaction. Show less



Alameda Unified School District

• Administrator/Supervisor

  • Jan 2005 - Jun 2010

  Supervised a student population of 300 students and 14 adult staff members in a scholastic and enrichment based, day and after school program. Within the first 3 years of my role as administrator, student enrollment grew by 200% largely in part of my ability to develop and implement strategies that met the educational and social emotional needs of a wide variety of parents and students in the community. Handled all executive duties, including but not limited to; hiring and dismissal of staff, maintaining high student intake and retention levels, conflict resolution and counseling , conducting regular, training, professional staff development, and employee performance evaluations to ensure that program objectives were being met, and creation of improved applicant screening processes to better identify potential employees. Handled all administrative duties, including but not limited to; timecards and payroll, cash handling, maintaining a meticulous database of student records, regular meetings with parents and colleagues, and coordination of off campus field trips and events. Show less