Levy & Associates
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Levy & Associates Employees
Employee
Years
Job
Industry
Matthew Pace Matthew Pace's Levy & Associates Experience April 2011 - Present
Job Staff Accountant at LEVY & ASSOCIATES
Industry Accounting
Experience
LEVY & ASSOCIATES April 2011 - Present
Skills
Payroll Taxes, QuickBooks, General Ledger, Consolidated Financial..., Peachtree, Corporate Tax, Year-end Close, Payroll, Auditing, Tax Research, Personal Income Tax..., Sales & Use Tax, Accounting Research, FASB, GAAP, US GAAP, Customer Service, Lacerte, Tax-planning, Technical Accounting..., SEC Financial Reporting, Audit Reports, Microsoft Excel, Microsoft Word, PowerPoint, Sage
Education
SUNY New Paltz 2006 — 2010
Bachelor's degree, Accounting and Finance
Rockland Community College 2004 — 2006
Liberal Arts, Math & Science
Monroe Woodbury High School 1999 — 2003
LEVY & ASSOCIATES April 2011 - Present
Skills
Payroll Taxes, QuickBooks, General Ledger, Consolidated Financial..., Peachtree, Corporate Tax, Year-end Close, Payroll, Auditing, Tax Research, Personal Income Tax..., Sales & Use Tax, Accounting Research, FASB, GAAP, US GAAP, Customer Service, Lacerte, Tax-planning, Technical Accounting..., SEC Financial Reporting, Audit Reports, Microsoft Excel, Microsoft Word, PowerPoint, Sage
Education
SUNY New Paltz 2006 — 2010
Bachelor's degree, Accounting and Finance
Rockland Community College 2004 — 2006
Liberal Arts, Math & Science
Monroe Woodbury High School 1999 — 2003
⚓️Larry Michelson ⚓️'s Levy & Associates Experience December 1988 - February 1992
Job HVAC Production & Purchasing Manager TECHNICOLD by Northern Lights
Industry Mechanical or Industrial Engineering
Experience
Northern Lights - Valley Power August 2013 - Present
Design Refrigeration October 2012 - August 2013
Tropic Supply, Inc.(Miami, Ft.Lauderdale, Sunrise Florida December 2006 - October 2012
FGC, Inc September 1997 - November 2006
Miami-Dade County Unsafe Structures Board December 1996 - December 2001
Michelson's, Inc. October 1992 - September 1997
Levy & Associates December 1988 - February 1992
Skills
Budgets, Sales Management, Sales, Strategic Planning, Contract Negotiation, Operations Management, B2B, Account Management, Team Leadership, Indoor Air Quality, Contract Management, Team Building, Public Relations, Public Speaking, Policy, Marketing, Event Planning, Microsoft Office, Event Management, Energy Conservation, Negotiation, Retail, Training, Project Management, Teamwork, Pricing, Key Account Management, New Business Development, Project Planning, Leadership, Purchasing, Inventory Management, Forecasting, Manufacturing
Education
Florida State University 1988 — 1991
Bachelors of Science, Criminology
Broward Community College 1986 — 1988
Associate of Arts, Political Science
North Miami Beach Senior High School 1983 — 1986
Diploma, Advanced Studies
Northern Lights - Valley Power August 2013 - Present
Design Refrigeration October 2012 - August 2013
Tropic Supply, Inc.(Miami, Ft.Lauderdale, Sunrise Florida December 2006 - October 2012
FGC, Inc September 1997 - November 2006
Miami-Dade County Unsafe Structures Board December 1996 - December 2001
Michelson's, Inc. October 1992 - September 1997
Levy & Associates December 1988 - February 1992
Skills
Budgets, Sales Management, Sales, Strategic Planning, Contract Negotiation, Operations Management, B2B, Account Management, Team Leadership, Indoor Air Quality, Contract Management, Team Building, Public Relations, Public Speaking, Policy, Marketing, Event Planning, Microsoft Office, Event Management, Energy Conservation, Negotiation, Retail, Training, Project Management, Teamwork, Pricing, Key Account Management, New Business Development, Project Planning, Leadership, Purchasing, Inventory Management, Forecasting, Manufacturing
Education
Florida State University 1988 — 1991
Bachelors of Science, Criminology
Broward Community College 1986 — 1988
Associate of Arts, Political Science
North Miami Beach Senior High School 1983 — 1986
Diploma, Advanced Studies
Barry Levy, QKA Barry Levy, QKA's Levy & Associates Experience March 1989 - Present
Job President at Levy & Associates TPA
Industry Nonprofit Organization Management
Experience
ASPPA October 2014 - Present
Levy & Associates March 1989 - Present
Levy & Associates 1992 - 2013
Burdines March 1978 - August 1988
Skills
401k, ERISA, Defined Benefit, FINRA, Employee Benefits, Pension Administration, Insurance, Profit Sharing, Retirement, Pensions, Retirement Plan..., Investment Advisory, Disability Insurance, Executive Pay, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Actuarial Science, Investment Strategies, Investments, Asset Allocation, Business Planning, Estate Planning, Benefits Administration, Series 63, Series 7, Deferred Compensation, Fixed Annuities, Financial Services, IRS, IRAs, Securities
Education
University of Maryland 1973 — 1977
Bachelor of Science, Business Management and a Minor in Economics
Randallstown High School 1970 — 1973
ASPPA October 2014 - Present
Levy & Associates March 1989 - Present
Levy & Associates 1992 - 2013
Burdines March 1978 - August 1988
Skills
401k, ERISA, Defined Benefit, FINRA, Employee Benefits, Pension Administration, Insurance, Profit Sharing, Retirement, Pensions, Retirement Plan..., Investment Advisory, Disability Insurance, Executive Pay, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Actuarial Science, Investment Strategies, Investments, Asset Allocation, Business Planning, Estate Planning, Benefits Administration, Series 63, Series 7, Deferred Compensation, Fixed Annuities, Financial Services, IRS, IRAs, Securities
Education
University of Maryland 1973 — 1977
Bachelor of Science, Business Management and a Minor in Economics
Randallstown High School 1970 — 1973
Crystal Morgan's Levy & Associates Experience August 2011 - December 2012
Job National Sales Rep at Costless Lighting
Industry Business Supplies and Equipment
Experience
Costless Lighting January 2013 - Present
LEVY & ASSOCIATES August 2011 - December 2012
Law Offices of Curtis O Barnes April 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Access, Sales, Teamwork, QuickBooks, Time Management, Customer Satisfaction, Forecasting, Inventory Management
Education
Columbus State
Columbus State
Costless Lighting January 2013 - Present
LEVY & ASSOCIATES August 2011 - December 2012
Law Offices of Curtis O Barnes April 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML, Access, Sales, Teamwork, QuickBooks, Time Management, Customer Satisfaction, Forecasting, Inventory Management
Education
Columbus State
Columbus State
Brad Cullen Brad Cullen's Levy & Associates Experience January 2009 - October 2010
Job Producer at HelloWorld, Inc.
Industry Marketing and Advertising
Experience
HelloWorld, Inc. July 2014 - Present
MXM Health (formerly known as Big Communications) April 2013 - June 2014
MXM Health (formerly known as Big Communications) March 2011 - April 2013
Xperience Communications October 2010 - March 2011
Levy & Associates January 2009 - October 2010
Skills
Digital Marketing, Social Media, Account Management, Relationship Marketing, Marketing Communications, Direct Mail, Email Marketing, CRM, Mobile Marketing, Advertising, Social Media Marketing, Interactive Marketing, Integrated Marketing, Project Management, Digital Strategy
Education
Central Michigan University 2004 — 2008
Interpersonal and Public Communication
HelloWorld, Inc. July 2014 - Present
MXM Health (formerly known as Big Communications) April 2013 - June 2014
MXM Health (formerly known as Big Communications) March 2011 - April 2013
Xperience Communications October 2010 - March 2011
Levy & Associates January 2009 - October 2010
Skills
Digital Marketing, Social Media, Account Management, Relationship Marketing, Marketing Communications, Direct Mail, Email Marketing, CRM, Mobile Marketing, Advertising, Social Media Marketing, Interactive Marketing, Integrated Marketing, Project Management, Digital Strategy
Education
Central Michigan University 2004 — 2008
Interpersonal and Public Communication
Gary Tortora Gary Tortora's Levy & Associates Experience June 1998 - July 2010
Job Director, Pension Operations, AimPoint Pension
Industry Human Resources
Experience
AimPoint Pension, The AimPoint Group March 2013 - Present
Oasis Outsourcing February 2012 - February 2013
AmeriFed Business Solutions July 2009 - February 2012
Levy & Associates June 1998 - July 2010
First Union July 1993 - July 1998
AmeriFirst Bank 1985 - 1993
SunTrust Bank July 1978 - July 1985
Skills
401k, Employee Benefits, Human Resources, Payroll, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1995
Certified Employee Benefits Specialist (CEBS), Pension Plans and Employee Benefits
Florida Atlantic University 1972 — 1975
BBA, Businss Administration
AimPoint Pension, The AimPoint Group March 2013 - Present
Oasis Outsourcing February 2012 - February 2013
AmeriFed Business Solutions July 2009 - February 2012
Levy & Associates June 1998 - July 2010
First Union July 1993 - July 1998
AmeriFirst Bank 1985 - 1993
SunTrust Bank July 1978 - July 1985
Skills
401k, Employee Benefits, Human Resources, Payroll, Sales
Education
University of Pennsylvania - The Wharton School 1992 — 1995
Certified Employee Benefits Specialist (CEBS), Pension Plans and Employee Benefits
Florida Atlantic University 1972 — 1975
BBA, Businss Administration
Harlan Levy Harlan Levy's Levy & Associates Experience June 1992 - April 1999
Job Mathematics Teacher
Industry Education Management
Experience
Hillview JHS September 2005 - Present
Synopsys 2010 - 2010
Bay Area Middle Schools September 1998 - 2005
Levy & Associates June 1992 - April 1999
Apple Computer September 1997 - August 1998
Bay Area Cosmetics Distribution January 1993 - July 1994
Bristol-Myers Squibb January 1979 - December 1991
Education
California State University-East Bay
MA, Education / Mathematics Teaching Credential
Saint Mary's College of California
BS/BA, Business Administration / Marketing / Economics
Hillview JHS September 2005 - Present
Synopsys 2010 - 2010
Bay Area Middle Schools September 1998 - 2005
Levy & Associates June 1992 - April 1999
Apple Computer September 1997 - August 1998
Bay Area Cosmetics Distribution January 1993 - July 1994
Bristol-Myers Squibb January 1979 - December 1991
Education
California State University-East Bay
MA, Education / Mathematics Teaching Credential
Saint Mary's College of California
BS/BA, Business Administration / Marketing / Economics
Kristen Salmans Kristen Salmans's Levy & Associates Experience March 2011 - August 2013
Job Senior Administrative Assistant, Legal at Battelle
Industry Law Practice
Experience
Battelle August 2013 - Present
Levy & Associates March 2011 - August 2013
Jump Legal Group February 2007 - March 2011
Skills
Legal Writing, Litigation, Civil Litigation, Bankruptcy, Pleadings, Case Management
Education
Capital University 2007 — 2008
Paralegal certificate
Miami University 2002 — 2006
Bachelor of Arts Degree, Political Science
Battelle August 2013 - Present
Levy & Associates March 2011 - August 2013
Jump Legal Group February 2007 - March 2011
Skills
Legal Writing, Litigation, Civil Litigation, Bankruptcy, Pleadings, Case Management
Education
Capital University 2007 — 2008
Paralegal certificate
Miami University 2002 — 2006
Bachelor of Arts Degree, Political Science
Ashley Hargrove's Levy & Associates Experience May 2005 - December 2014
Job Screenwriting Student at New York Film Academy
Industry Writing and Editing
Experience
Levy & Associates May 2005 - December 2014
City Year July 2013 - June 2014
The Center for Leadership and Social Change August 2011 - May 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Public Speaking, Event Planning, Community Outreach, Microsoft Word, Customer Service, Teaching, Non-profits, Fundraising, Social Media, Higher Education, SPSS, Editing, Student Affairs, Outlook, Facebook, Volunteer Management, Nonprofits, Time Management
Education
New York Film Academy 2015 — 2016
Master's Degree, Screenwriting, Higher Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Family and Child Sciences, Post-Secondary Education
Monarch High School 2005 — 2009
High School, General Education, 9th - 12th
Levy & Associates May 2005 - December 2014
City Year July 2013 - June 2014
The Center for Leadership and Social Change August 2011 - May 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Data Entry, Public Speaking, Event Planning, Community Outreach, Microsoft Word, Customer Service, Teaching, Non-profits, Fundraising, Social Media, Higher Education, SPSS, Editing, Student Affairs, Outlook, Facebook, Volunteer Management, Nonprofits, Time Management
Education
New York Film Academy 2015 — 2016
Master's Degree, Screenwriting, Higher Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Family and Child Sciences, Post-Secondary Education
Monarch High School 2005 — 2009
High School, General Education, 9th - 12th
Sarah Sjostrom Sarah Sjostrom's Levy & Associates Experience
Job Legal Manager at LEVY & ASSOCIATES
Industry Legal Services
Experience
LEVY & ASSOCIATES
Skills
Leadership
Education
Ohio University 2000 — 2004
Bachelor of Arts (BA), Criminology
Columbus State Community College
Paralegal Certificate, Legal Assistant/Paralegal
LEVY & ASSOCIATES
Skills
Leadership
Education
Ohio University 2000 — 2004
Bachelor of Arts (BA), Criminology
Columbus State Community College
Paralegal Certificate, Legal Assistant/Paralegal
Andre Tirado Andre Tirado's Levy & Associates Experience March 2012 - June 2013
Job Paralegal at Manley Deas Kochalski, LLC
Industry Law Practice
Experience
Manley Deas Kochalski, LLC December 2014 - Present
iforce September 2013 - November 2014
Levy & Associates March 2012 - June 2013
IKON Office Solutions August 2004 - March 2012
Skills
Legal Research, Legal Writing, Legal Assistance, Litigation, Civil Litigation, Document Review, Trials, Courts, Commercial Litigation, Personal Injury, Westlaw, Legal Documents, LexisNexis
Education
Columbus State Community College 2006 — 2011
Paralegal Certificate
Kent State University 1998 — 2002
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Manley Deas Kochalski, LLC December 2014 - Present
iforce September 2013 - November 2014
Levy & Associates March 2012 - June 2013
IKON Office Solutions August 2004 - March 2012
Skills
Legal Research, Legal Writing, Legal Assistance, Litigation, Civil Litigation, Document Review, Trials, Courts, Commercial Litigation, Personal Injury, Westlaw, Legal Documents, LexisNexis
Education
Columbus State Community College 2006 — 2011
Paralegal Certificate
Kent State University 1998 — 2002
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Brian DePew Brian DePew's Levy & Associates Experience June 2008 - October 2008
Job Associate at Dinsmore & Shohl LLP
Industry Law Practice
Experience
Dinsmore & Shohl LLP October 2014 - Present
Adena Health System October 2012 - October 2014
Nachurs Alpine Solutions August 2012 - October 2012
The Law Office of Brian C. DePew, LLC March 2011 - August 2012
Gallagher & Kavinsky LPA October 2008 - May 2010
Capital University Legal Clinic August 2009 - December 2009
Ohio Hospital Association June 2009 - August 2009
Franklin County Teen Court March 2009 - August 2009
LEVY & ASSOCIATES June 2008 - October 2008
SMW Trading Co November 2006 - July 2007
Skills
Litigation, Healthcare, Trials, Legal Writing, Civil Litigation, Policy, Courts, Legal Research
Education
Capital University Law School 2007 — 2010
J.D., Law
Brown University 2000 — 2005
Bachelor of Arts in U.S, History
Dinsmore & Shohl LLP October 2014 - Present
Adena Health System October 2012 - October 2014
Nachurs Alpine Solutions August 2012 - October 2012
The Law Office of Brian C. DePew, LLC March 2011 - August 2012
Gallagher & Kavinsky LPA October 2008 - May 2010
Capital University Legal Clinic August 2009 - December 2009
Ohio Hospital Association June 2009 - August 2009
Franklin County Teen Court March 2009 - August 2009
LEVY & ASSOCIATES June 2008 - October 2008
SMW Trading Co November 2006 - July 2007
Skills
Litigation, Healthcare, Trials, Legal Writing, Civil Litigation, Policy, Courts, Legal Research
Education
Capital University Law School 2007 — 2010
J.D., Law
Brown University 2000 — 2005
Bachelor of Arts in U.S, History
Keith Hackenberg's Levy & Associates Experience October 2008 - October 2012
Job Managing Member at KDH Legal, PLLC
Industry Law Practice
Experience
KDH Legal, PLLC 2012 - Present
Levy & Associates October 2008 - October 2012
American University Washington College of Law January 2008 - May 2008
BAE Systems May 2007 - August 2007
Education
American University Washington College of Law 2006 — 2008
J.D., Law
Dickinson College 2001 — 2005
B.A., History and French
KDH Legal, PLLC 2012 - Present
Levy & Associates October 2008 - October 2012
American University Washington College of Law January 2008 - May 2008
BAE Systems May 2007 - August 2007
Education
American University Washington College of Law 2006 — 2008
J.D., Law
Dickinson College 2001 — 2005
B.A., History and French
LeRoy Robinson's Levy & Associates Experience January 1994 - July 2002
Job Real Estate Professional
Industry Real Estate
Experience
Embassy Equity April 2007 - June 2010
Milicki & Associates May 2006 - December 2009
City of Yonkers Fire Department November 1982 - December 2002
Levy & Associates January 1994 - July 2002
Skills
Real Estate, REO, New Business Development, Real Estate Transactions, Property Management, Residential Homes, Investors, Real Estate Economics, Investment Properties, Foreclosures, Short Sales, Selling, First Time Home Buyers, Real Estate Financing, Commercial Real Estate, Sales, Public Speaking, Microsoft Office
Education
Seton Hall University School of Law 1991 — 1993
Doctor of Law (J.D.), Real Estate
Saint Joseph College 1988 — 1990
Bachelor of Science (BS), Human Resource Management
Embassy Equity April 2007 - June 2010
Milicki & Associates May 2006 - December 2009
City of Yonkers Fire Department November 1982 - December 2002
Levy & Associates January 1994 - July 2002
Skills
Real Estate, REO, New Business Development, Real Estate Transactions, Property Management, Residential Homes, Investors, Real Estate Economics, Investment Properties, Foreclosures, Short Sales, Selling, First Time Home Buyers, Real Estate Financing, Commercial Real Estate, Sales, Public Speaking, Microsoft Office
Education
Seton Hall University School of Law 1991 — 1993
Doctor of Law (J.D.), Real Estate
Saint Joseph College 1988 — 1990
Bachelor of Science (BS), Human Resource Management
Jane Hetzel's Levy & Associates Experience April 1982 - July 1986
Job International Travel Manager/Tour Director, Advertising and Marketing Manager, Sales and Hospitality Professional
Industry Leisure, Travel & Tourism
Experience
Tauck World Discovery 1999 - July 2014
Levy & Associates April 1982 - July 1986
Dayton Hudson Properties/TCC August 1978 - April 1982
Dayton Hudson Properties May 1977 - August 1978
Dayton Hudson Properties April 1974 - May 1977
Skills
Hospitality, Event Management, Marketing Communications, Public Relations, Food, Leisure, Event Planning, Resorts, Adventure Travel, Marketing, Negotiation, Incentives, Ecotourism, Hospitality Industry, Leisure Travel, Cruises, Business Strategy, Foreign Languages, Luxury Cruise, Travel Planning, Business Travel, Marketing Strategy, Hospitality Management, Incentive Travel, Sustainable Tourism, Management, Budgets, Customer Service, Travel Management, Tourism, Vacation
Education
Monterey Institute of International Studies
French language
International tour management institute
Certified tour director / travel manager
University of Minnesota-Twin Cities
History - broad field social science
Tauck World Discovery 1999 - July 2014
Levy & Associates April 1982 - July 1986
Dayton Hudson Properties/TCC August 1978 - April 1982
Dayton Hudson Properties May 1977 - August 1978
Dayton Hudson Properties April 1974 - May 1977
Skills
Hospitality, Event Management, Marketing Communications, Public Relations, Food, Leisure, Event Planning, Resorts, Adventure Travel, Marketing, Negotiation, Incentives, Ecotourism, Hospitality Industry, Leisure Travel, Cruises, Business Strategy, Foreign Languages, Luxury Cruise, Travel Planning, Business Travel, Marketing Strategy, Hospitality Management, Incentive Travel, Sustainable Tourism, Management, Budgets, Customer Service, Travel Management, Tourism, Vacation
Education
Monterey Institute of International Studies
French language
International tour management institute
Certified tour director / travel manager
University of Minnesota-Twin Cities
History - broad field social science
Dawn Marlar's Levy & Associates Experience July 2000 - Present
Job Pension Consultant at Levy & Associates
Industry Financial Services
Experience
Levy & Associates July 2000 - Present
QPS, Inc. August 1985 - June 2000
Skills
TPA related services, Defined Benefit, Pensions, Retirement Planning, Retirement, 401k, Pension Funds, ERISA, Defined Contribution, Life Insurance, Retirement Plan..., Pension Administration
Education
Palmetto Senior High 1973 — 1977
University of Florida
Bachelor of Science, Zoology/Animal Biology
Levy & Associates July 2000 - Present
QPS, Inc. August 1985 - June 2000
Skills
TPA related services, Defined Benefit, Pensions, Retirement Planning, Retirement, 401k, Pension Funds, ERISA, Defined Contribution, Life Insurance, Retirement Plan..., Pension Administration
Education
Palmetto Senior High 1973 — 1977
University of Florida
Bachelor of Science, Zoology/Animal Biology