Julie Levenson
Director/Board Member at CALIFORNIA BANCORP
Net worth: 109 648 $ as of 31/03/2024
Julie Levenson active positions
Companies | Position | Start | End |
---|---|---|---|
CALIFORNIA BANCORP | Director/Board Member | 02/02/2021 | - |
Independent Dir/Board Member | 02/02/2021 | - | |
La Honda Advisors LLC
La Honda Advisors LLC Investment Banks/BrokersFinance La Honda Advisors LLC is an investment banking advisory firm founded in 2012 and located in the heart of Silicon Valley. The American company provides unbiased financing and M & A advice to entrepreneurs and business builders in various sectors, including software, mobility, ecommerce, robotics, autonomous tech, IoT, fintech, healthcare, and more. La Honda Advisors leverages its network of investor and strategic party relationships to deliver thoughtful services. The private company recognizes that business is personal and that every client has unique goals. The company was founded by Julie J. Levenson. | Founder | 01/01/2012 | - |
Corporate Officer/Principal | 01/01/2012 | - | |
California Bank of Commerce
California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA. | Director/Board Member | 02/02/2021 | - |
Career history of Julie Levenson
Former positions of Julie Levenson
Companies | Position | Start | End |
---|---|---|---|
VELODYNE LIDAR | Director/Board Member | 17/10/2019 | 01/01/2020 |
Independent Dir/Board Member | 17/10/2019 | 01/01/2020 | |
PGP Capital Advisors LLC
PGP Capital Advisors LLC Investment Banks/BrokersFinance PGP Capital Advisors, LLC provides investment-banking services. It offers financial advisory and capital raising services. The company was founded by Stewart M. Kim in 2002 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | 01/09/2011 | 01/05/2012 |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Corporate Officer/Principal | 01/01/2007 | 01/01/2011 |
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. | Corporate Officer/Principal | 13/11/2007 | 04/11/2009 |
HOULIHAN LOKEY, INC. | Corporate Officer/Principal | 01/07/2004 | 01/11/2007 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 01/01/1999 | 01/01/2002 |
Training of Julie Levenson
Dartmouth College | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Graduate Degree |
The University of Pennsylvania Law School | Masters Business Admin |
Statistics
International
United States | 13 |
Operational
Corporate Officer/Principal | 6 |
Director/Board Member | 3 |
Independent Dir/Board Member | 2 |
Sectoral
Finance | 10 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 2 |
---|---|
HOULIHAN LOKEY, INC. | Finance |
CALIFORNIA BANCORP | Finance |
Private companies | 7 |
---|---|
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy. | Finance |
Cowen Group, Inc. /Old/
Cowen Group, Inc. /Old/ Investment Banks/BrokersFinance Cowen Group, Inc. provides investment banking for small to midsized companies in the alternative energy, consumer health care, media, technology, and telecommunications industries. It offers mergers and acquisitions advice, securities underwriting, equity offerings, private equity placements, and market-making. The company was founded in 1918 and is headquartered in New York, NY. | Finance |
La Honda Advisors LLC
La Honda Advisors LLC Investment Banks/BrokersFinance La Honda Advisors LLC is an investment banking advisory firm founded in 2012 and located in the heart of Silicon Valley. The American company provides unbiased financing and M & A advice to entrepreneurs and business builders in various sectors, including software, mobility, ecommerce, robotics, autonomous tech, IoT, fintech, healthcare, and more. La Honda Advisors leverages its network of investor and strategic party relationships to deliver thoughtful services. The private company recognizes that business is personal and that every client has unique goals. The company was founded by Julie J. Levenson. | Finance |
PGP Capital Advisors LLC
PGP Capital Advisors LLC Investment Banks/BrokersFinance PGP Capital Advisors, LLC provides investment-banking services. It offers financial advisory and capital raising services. The company was founded by Stewart M. Kim in 2002 and is headquartered in Los Angeles, CA. | Finance |
California Bank of Commerce
California Bank of Commerce Regional BanksFinance California Bank of Commerce engages in the provision of financial and banking services. It offers deposit and lending products, mobile and online banking, cash management, dental and medical financing and international banking services. The company was founded on July 17, 2007 and is headquartered in Walnut Creek, CA. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Graf Industrial Corp.
Graf Industrial Corp. Financial ConglomeratesFinance Graf Industrial Corp. is a blank check company, which engages in effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on June 26, 2018 and is headquartered in Houston, TX. | Finance |
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