Deborah Levine

Certified Financial Planner

Phone: 310-475-5854
Fax: 888-494-6363
E-mail:

Deborah Opperman Levine, CPA
Certified Financial Planner
 

EDUCATION

De Paul University, Chicago, Illinois

Master of Science in Taxation                    1984  to 1989
 

Harvard Graduate School of Business Administration, Boston, Massachusetts

Master of Business Administration             1974 to 1976
 
 Awarded scholarship

 

School of International Service, American University, Washington, D.C.

Master of Arts                                               1965 to 1967
 
 Social Science Honor Society

 

Northwestern University, Evanston, Illinois

Bachelor of Arts                                            1961 to 1965
 
 Honors in Political Science

 

BUSINESS EXPERIENCE

NWF Advisory, Los Angeles, California

FINANCIAL AND ESTATE PLANNER    

 
 Asset & Portfolio Management 
 Investments 
 Tax Planning 
 Insurance Programs 
 Business Planning
 

Fineman, Nitzberg & West, Beverly Hills, California

TAX SUPERVISOR 1990 to 1992
 
 Reviewed and supervised the preparation of individual, corporate, fiduciary, estate and miscellaneous tax returns. 
 Researched and analyzed financial transactions. Conducted successful IRS audits.

 

Jamner, Pariser & Meschures, Los Angeles, California

TAX REVIEWER Tax Season 1990
 

Public Accounting Firms, Chicago, Illinois

CERTIFIED PUBLIC   ACCOUNTANT      1985 to 1989
 
 Provided services for tax departments of national and regional public accounting firm.

CNA Insurance , Chicago, Illinois

OPERATIONS ANALYST           1978 to 1983
 
QUALITY ASSURANCE MANAGER AND BUSINESS CONSULTANT FOR DATA PROCESSING CENTER         1980 to 1981
 
STAFF ASSISTANT TO VICE PRESIDENT1978 to 1979
 

Continental Bank, Chicago, Illinois

COMMERCIAL BANKING ASSOCIATE      1976 to 1978
 
 International Shipping and Marine Industries Division 
 Assisted in developing the new division's marketing strategy and sales. 
 Prepared multi-million dollar loan proposals, including analysis of financial statements and financial position.

General Motors, New York, New York

FINANCIAL ANALYST      1973 to 1974
 
 Profit Analysis Section, Treasurer's Office 
 Evaluated division profit reports.

GOVERNMENT EXPERIENCE

British Price Commission, London, England

CONSULTANT ON PRICE CONTROLS     1973
 
 Developed position papers on problems of price controls. 
 Recommended price control mechanism for multi-product companies.
 

U.S. Price Commission, Washington, D.C.

STAFF ASSISTANT TO COMMISSIONERS          1972 to 1973
 
 Advised businesses on price controls. Cost of Living Council liaison. 
 Project coordinator for the review of Price Commission's effectiveness and development of future plans. Received meritorious service award.

District of Columbia, Mayor's

BUDGET AND PROGRAM ANALYST FOR PUBLIC SAFETY AGENCIES     1970 to 1972
 
 Developed $5 million program/budget package to implement

U.S. Air Force, Washington, D.C.

STAFF BUDGET OFFICER FOR U.S. AIR FORCE        1966 to 1969
 
 Project manager and coordinator for the Air Force's ten-year chemical/biological program/budget. Defended the program to the Office of Secretary of Defense, receiving greater acceptance than other programs presented.

ACTIVITIES

 Estate Planning  and Personal Financial Planning Steering Committee of the Certified Public Accountants Society (Los Angeles Chapter). 
 Various speaking engagements.

*Deborah Levine not a registered representative or investment advisor. She is not affiliated with Royal Alliance Associates.