Richard Levine Trainer

Richard M. Levine, CFA has over 30 years of financial markets, products and client management experience. Since 2000, he has primarily worked with international banks and corporations to design, develop and deliver programs in 40 countries covering asset management, capital markets, corporate finance and derivatives for the biggest names in the industry.


Currently, among regular engagements, Richard has designed and conducted workshops for HSBC in Hong Kong, Dubai, London and Shanghai to provide Corporate and Business Banking Relationship Managers with the skills and approach needed to identify Global Markets opportunities for clients involving derivative products. Previously, Richard developed, analyzed and marketed ABS, MBS, CMBS and other derivative products at Ernst & Young, DLJ, PaineWebber and KPMG.


Richard is currently an Adjunct Professor at NYU’s Stern School of Business where he teaches MBA Equity Valuation. He recently served on the CFA Institute (CFAI) Council of Examiners, where he was responsible for developing and reviewing CFA Level II and III questions. He has also participated in the CFAI Domestic Review, Standard Setting and Grading programs, and is a member of the New York Society of Security Analysts (NYSSA), where he served as Vice Chairman of the Investment Strategy Committee.


Richard is a Chartered Financial Analyst (CFA). He received an M.B.A. with a concentration in Finance from NYU’s Stern School and earned a B.S. in Systems Engineering from the University of Virginia’s School of Engineering and Applied Science.

  • Home base
  • Training locations
  • Studied at
    New York University