Profiel
Before joining Thomas Capital Group, Mr. Levine worked for CIGNA Corporation for over nine years, most recently as a portfolio analyst on CIGNA's $20 billion stable value portfolios with TimesSquare Capital Management, Inc. He joined CIGNA Investment Management in 1991, quickly assuming accounting and analytical responsibilities for CIGNA's buyout funds.
As Assistant Director, Mr. Levine served as CFO for these funds.
He also performed analytical work for underlying deals in the fund's portfolio, comprising assets aggregating nearly $1 billion.
His responsibilities also included tracking performance, overseeing accounting and cash management functions, preparing budgets and marketing of the funds.
He also played a key role in maintaining fund-related communications with limited partners including overseeing the timely delivery of high quality quarterly and annual portfolio and financial reporting.
Mr. Levine began his career as an accountant with KPMG Peat Marwick in 1989.
He is a Certified Public Accountant and a Chartered Financial Analyst, and earned a B.S.
in Business Administration with a double major in accounting and finance from Bryant University.
He holds series 7, 63 and 27 registrations.
Eerdere bekende functies van Jeff P. Levine
Bedrijven | Functie | Einde |
---|---|---|
Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Corporate Officer/Principal | 01-01-2000 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | 31-12-1990 |
Thomas Capital Group, Inc.
Thomas Capital Group, Inc. Investment Banks/BrokersFinance Founded in 1997 by Sajan Thomas, Thomas Capital Group (TCG) is a registered broker/dealer located in Gig Harbor, Washington with an additional office in West Hartford, Connecticut. The firm focuses on assisting alternative investment managers around the world in structuring funds and raising capital. Their clients include public and private pension plans, endowments, foundations, insurance companies, funds-of-funds, family offices, banks, consultants/gatekeepers and government agencies in the US, Canada, Western Europe and, selectively in the Middle East and Asia. They have expertise raising capital for North American, European and emerging market funds. TCG's expertise ranges from mainstream private equity funds to niche products requiring specialized approaches or geographic specialization. The firm is a member of FINRA and the SIPC. | Institutionele Verkopen | - |
Opleiding van Jeff P. Levine
Bryant University | Undergraduate Degree |
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Bedrijven in privébezit | 3 |
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Cigna Holding Co.
Cigna Holding Co. Life/Health InsuranceFinance Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
Thomas Capital Group, Inc.
Thomas Capital Group, Inc. Investment Banks/BrokersFinance Founded in 1997 by Sajan Thomas, Thomas Capital Group (TCG) is a registered broker/dealer located in Gig Harbor, Washington with an additional office in West Hartford, Connecticut. The firm focuses on assisting alternative investment managers around the world in structuring funds and raising capital. Their clients include public and private pension plans, endowments, foundations, insurance companies, funds-of-funds, family offices, banks, consultants/gatekeepers and government agencies in the US, Canada, Western Europe and, selectively in the Middle East and Asia. They have expertise raising capital for North American, European and emerging market funds. TCG's expertise ranges from mainstream private equity funds to niche products requiring specialized approaches or geographic specialization. The firm is a member of FINRA and the SIPC. | Finance |