Richard M. Levine, CFA
Financial markets SME with over 35 years experience.
About me
After many years working in RMBS and CMBS securitization on Wall Street and at Big Four consulting firms, I founded a consulting/training company in 2000 to primarily help financial professionals (1) cross-sell global markets products and services, (2) increase risk-adjusted returns on investment and (3) optimize corporate valuation using derivative products.
Wall Street Experience
Structured CMOs, CDOs, CMBS, ABS for several large global investment banks and consulting firms.
NYU Adjunct Professor of Finance
Nearly 30 years Finance teaching experience at both MBA and undergraduate levels at NYU Stern, at Top 10 Business School.
Independent Business Owner
Founded and manage a Training and Consultancy firm; Worked with virtually every major bank, investment bank and the 5 largest global asset managers.
Consultant
Successfully led international projects in various functions: advisory, valuation, financial model development, education test prep, and much more.
Global Experience
Physically conducted training workshops and led seminars for clients in over 35 countries.
Strong Communication Skills
Have led lectures in front of 500+ delegates; Closed sales on many collaborative projects; Received excellent feedback consistently.
How can I augment your Board?
As a Director on your Corporate Board, I can provide the following skills and services:
High Level Financial Analysis
- Deep understanding of financial statements and forensic accounting.
- Have valued thousands of companies.
- Expert in global markets financing, risk management using complex derivatives and project evaluation.
Sounding Board for New Ventures
- Have provided strategic analysis for many companies as a consultant.
- Understand the value and importance of having strong corporate governance.
- Core belief that integrity, strong communication and intellectual curiosity are the keys to an Advisory role.
“Richard is great, He breaks down complex topics in a way that’s easy to understand. He has a deep understanding of global financial markets. ”
Participant
JPMorgan Global Markets Analyst Training Class, 2026