Brokerage Operations@ Interactive Brokers
Greenwich, Connecticut, United States
Heather Levy
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University of Connecticut School of Business
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Tell me more about Heather Levy?
FlashIntel GPTHeather Levy is a detail-oriented and results-driven professional with 15.4 years of experience in risk management, financial analysis, and data analysis. She is skilled in Microsoft Excel, financial planning, and data analysis. Heather is based in the United States and has a proven track record of exceeding work expectations and competing demands. She is an analytical and organized individual who can quickly grasp new information and efficiently apply it to assigned projects. Heather has demonstrated outstanding communication, presentation, and leadership skills, and is adept at cultivating and maintaining key relationships with management, office wide departmental contacts, and clients.
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About
Detail-oriented, self-motivated, and results-driven professional with a known track record for exceeding work expectations despite tight deadlines and competing demands on a daily basis. An analytical, organized, self-starter with the ability to quickly grasp new information while efficiently and accurately applying it directly to assigned projects. Demonstrated outstanding communication, presentation, and leadership skills; ability to cultivate and maintain key relationships with multiple levels of management, office wide departmental contacts, and clients.
...See MoreWork Experience
Brokerage Operations
Prime Service Representative
Financial Services
Heather Levy's Professional Milestones
- Credit Manager (2009-06-01~2009-11-01): Enhanced the credit management process, improve customer satisfaction and streamlined processes for maximum business efficiency.
- Brokerage Operations (2015-06-01~): Successfully optimized key partnerships, maximizing financial potential and fostering profitable partnerships.
Education
Finance
2005-2009Skill
Risk Management
Financial Analysis
Microsoft Excel
Financial Planning
Data Analysis
Strategic Planning
Life Insurance
Health Insurance
Disability Insurance
Strategic Financial Planning
Investments
Certification
Colleagues
Robert Lim
Deputy Chief Information Security Officer
Andry Tanubudi
Registered Financial Planner | Small Business Owner
Gergely Gabler, CFA
Deputy Chief Executive Officer
Jordan Cloud
Chief Technology Officer
Thomas Peterffy
Chief Executive Officer | Chairman | Founder
Other Named Heather Levy
Frequently asked questions
We found 3 Heather Levy's email addresses
We found 1 Heather Levy's phone numbers
Heather Levy's social media include: Linkedin,
Heather Levy works for Interactive Brokers
Heather Levy's role in Interactive Brokers is Brokerage Operations
Heather Levy works in the industry of Financial Services
Heather Levy's colleagues are Robert Lim,Andry Tanubudi,Gergely Gabler, CFA
Heather Levy's latest job experience is Brokerage Operations at Interactive Brokers
Heather Levy's latest education in University of Connecticut School of Business
