Perin Levine

Perin Levine is a dedicated professional with a strong educational background and extensive experience in finance, operations, and management.

Perin holds a Bachelor of Science (B.S.) in Business Finance from San Diego State University, a Masters of Business Administration (MBA) with a focus on Finance, Marketing, and Operations Management from Arizona State University, where she achieved a remarkable 3.9 GPA, and an Associate's degree in Business Administration and Management from West Valley College.

With a diverse career path, Perin has served in key roles such as Retirement Conversion Manager at Infosys BPM, Conversion Manager - Institutional Implementation Services at Vanguard, Manager - Institutional Participant Services at Vanguard, and Specialty Brokerage Operations - Margin Supervisor at Vanguard.

Prior to these roles, Perin gained valuable experience as a Credit & Margin Analyst, Brokerage Associate, Specialty Brokerage Operations - Margin Supervisor, and Personal Banker at Vanguard.

Furthermore, Perin has a background in financial advisory, having worked as a Financial Advisor Intern at Coghlan Financial Group and in bookkeeping as a Bookkeeper at Keller Williams Realty.

Perin Levine's expertise lies in finance, operations management, institutional implementation, retirement conversions, and brokerage operations.