Profilo
Ms. Tricia Levin is Head of Tax at Geller Family Office Services LLC.
Prior to joining Geller Family Office Services LLC in October 2012, Ms. Levin was employed at Deloitte Tax LLP.
Ms. Levin has a B.B.A.
in Accounting and Finance from Emory University.
She is a Certified Public Accountant with an M.S.
in Taxation from Fordham University.
Precedenti posizioni note di Tricia Levin
| Società | Posizione | Fine |
|---|---|---|
Deloitte Tax LLP
 Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Corporate Officer/Principal | 01/10/2012 |
Geller Advisors LLC
 Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Stratega di mercato | - |
Formazione di Tricia Levin
| Emory University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Geller Advisors LLC
Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Finance |
Deloitte Tax LLP
Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Consumer Services |
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