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;
Cultivating “long-term relationship” sales and knowing the products clients want and their desired price points; and
Innovating and implementing sustainable plans customized to each client’s needs.

 

Services

Financial & Lifestyle Concierge
Our financial concierge services will free you from the stress and worry of managing your bills and paperwork. Over 25 years in business have helped us to identify the steps that lead you to success, including:

Bill paying – ensuring all bills are paid on time and there are no duplications or inaccuracies
Financial reporting
Reconciling bank statements
Negotiating with vendors
Preparing and filling out tax organizers
Setting up home filing systems –
Filing household payroll, property, and estimate taxes
Tracking charitable contributions
Preparing reports and tax organizer for the clients CPA
Working with executors in estate settlement reconciliation

 

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

Details

First Name

Liz

Last Name

Levy

Username

lizlevy