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Sam Levy
Client Associate at Third Bridge Group Limited
Sam Levy is a young professional working in the financial services industry. He is currently a Client Associate at Third Bridge Group Limited, a company that provides research services to private equity and hedge funds.1 Sam is based in New York, New York, United States.2
While specific details about his role at Third Bridge are limited, we can infer that as a Client Associate, he likely works on client development and relationship management. This is supported by the fact that Third Bridge has roles such as Client Development Manager.1
Sam holds several financial industry certifications, including:
- SIE Exam (Securities Industry Essentials) from FINRA
- Insurance Agent license for Accident, Health, and Life insurance from the Insurance Department, Commonwealth of Pennsylvania (issued September 2019)2
These certifications suggest that Sam has a background in financial services and is qualified to work in various aspects of the industry.
It's worth noting that Sam Levy graduated relatively recently, likely around 2019, as he is mentioned in a Winter 2023 class news update from Syracuse University's Whitman School of Management.3 This indicates that he is in the early stages of his career in the financial services industry.
