Marissa Levine

Analyst, Financial Planning at Summit Trail Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Woodbury, New York, United States, US
Skills

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Credentials

  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Jul, 2021
    - Nov, 2024

Experience

  • Summit Trail Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Analyst, Financial Planning
      • Jun 2023 - Present

  • GoldenTree Asset Management
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Fund Accounting Administrator
      • Jun 2021 - Jun 2023

  • Alpha Epsilon Phi
    • United States
    • Executive Offices
    • 200 - 300 Employee
    • Alpha Epsilon Phi
      • Jan 2018 - May 2021

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Intern
      • Apr 2020 - Aug 2020

      -Conducted assessments via phone with clients; understand their financial situation and needs; gathered data from client and analyzed trends to prepare a proposal of the appropriate insurance products and pricing. -Provided ethical and objective, holistic financial planning advice to clients in collaboration with mentor. -Sought to grow sales through referrals and new business opportunities. -Maintained consistent, documented communication with clients and uncovered changes in client circumstances with additional financial planning and gathering of assets. -Engaged in networking opportunities; communicated effectively with team members and assumes responsibility for outcomes; documented all client interaction. -Prepared pricing comparisons of premiums and made sure data was presentable and could be understood by client; broke down financial concepts and pricing matters to clients. -Successfully closed 4 deals and received positive feedback from manager -Earned Award of Excellence in recognition of successful work and outstanding performance Show less

  • KPMG Israel
    • Israel
    • Financial Services
    • 700 & Above Employee
    • Business Analyst, Technology Advisory
      • Jun 2019 - Aug 2019

      - Built insurance chatbot through IBM Watson, leveraging machine learning technology to recognize client intent and prompt dialog through 47 nodes and sub-nodes - Created MultiTaction Canvus presentation templates on Fraud Detection, Healthcare solutions, and Basket Analysis for executives to pitch to clients - Generated one pagers and customer success stories to display the win outcomes of innovative technologies as well as how it has reduced client challenges - Built insurance chatbot through IBM Watson, leveraging machine learning technology to recognize client intent and prompt dialog through 47 nodes and sub-nodes - Created MultiTaction Canvus presentation templates on Fraud Detection, Healthcare solutions, and Basket Analysis for executives to pitch to clients - Generated one pagers and customer success stories to display the win outcomes of innovative technologies as well as how it has reduced client challenges

  • Camp Canadensis
    • United States
    • Recreational Facilities
    • 1 - 100 Employee
    • Summer Camp Counselor
      • Jun 2016 - Aug 2018

Education

  • The Ohio State University
    Bachelor of Science - BS, Business Administration and Management, Finance
    2017 - 2021
  • The Ohio State University Fisher College of Business
    Bachelor's degree, Finance, General
    2017 - 2021
  • Syosset Senior High School
    High School Diploma
    2013 - 2017

Community

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