With over 40 years of experience in multi-cultural and multi-national companies in various senior management capacities and as a Project Director with Cogent Analytics, Jaime Levy brings with him an extensive set of talents and skills. Jaime uses his diverse background to assist individuals, families, and businesses develop and implement business strategies. Through a relationship-based, value-added consultative process, Jaime addresses his clients’ needs in the areas of strategic planning, business development, operational engineering, organizational engineering, and profit engineering by providing strategies tailored to help clients protect, distribute, and transfer wealth.
Prior to joining Cogent Analytics, Jaime lent his knowledge and experience to companies like Baker Hughes, Inc, Cameron Schlumberger, Paul Winston Eurostar, Principal Financial Group, Equitable Advisors, and Sea Farms International. He also partially or totally owned and managed businesses in the Agri-business sector. Jaime holds the Series 7 registration with FINRA and FINRA series 63 Blue Sky Laws to practice in Texas and Florida. Jaime holds a bachelor’s degree in Economics from California State Polytechnic University and an MBA in Finance from INCAE Business School. Jaime is bilingual fluently speaking English and Spanish.