Liz Levy
FinancialStamford, Connecticut
Location
| Full Address | 1111 Summer Street, Stamford, CT, United States |
| City | Stamford |
| State | Connecticut |
About
| Biography | Liz Levy is a management specialist and skilled communicator with an entrepreneurial flair who understands the ever-changing corporate landscape. She brings an executive-level management background in sales, marketing and business development to our Lifestyle Concierge division and she is particularly well-versed in real estate and high-end relocations.Liz has held senior positions in education, resort management, aerospace technology and corporate real estate. Her in-depth knowledge of a wide variety of industries and her broad network of industry professionals make her well-suited for her role in managing the day-to-day personal and professional matters of high-net-worth individuals.With more than 25 years of experience in servicing premiere clientele and vast business management expertise, Liz has dedicated her career to assisting high-level clients worldwide.Liz specializes in: Creating new and innovative ways to help clients increase profitability;
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| Services | Financial & Lifestyle Concierge Bill paying – ensuring all bills are paid on time and there are no duplications or inaccuracies
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| Education/Experience | Liz received a Bachelor of Arts from Harvard University and a Juris Doctorate from Boston University School of Law. |
Profession
| NADP Category | Financial |
| Financial Profession | Bookkeeper / Financial Organizer / Financial Coach |
| Title | CFO |
| Business Name | Judith Heft & Associates |
Contact
| Email Address | |
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| Website |
Details
| First Name | Liz |
| Last Name | Levy |
| Username | lizlevy |