As Chief Growth Officer, James Schappler is responsible for driving the firm’s growth strategy, overseeing operational functions, and scaling the team to support LevitZacks’ expansion and profitability. With a decade of experience in fast-paced, high-growth environments, James brings a wealth of expertise in strategic operations, team building, and optimizing business functions for scalable success. His… Read More
Natalie has been working in the billing sphere since 2017 and joined LevitZacks in 2024. Prior to this role, Natalie served as an Operations & Billing Assistant with a law firm in northern California. With a background in Art History, Natalie earned a B.A. from Saint Mary’s College of California and an M.A. from UC… Read More
As an Audit Manager, David has nearly a decade of dedicated service in public accounting. Having honed his skills over nine years at a CPA firm in Albany, NY, where he most recently served as a supervisor, overseeing both audit and tax engagements. David’s journey began as an intern and progressed through roles as a… Read More
As an Audit Manager, Carlos has over seven years of experience in the public accounting sector, advancing from a staff position to currently serving as a manager. Prior to specializing in public accounting, Carlos spent a year and a half immersed in forensic accounting at a private company, where his roles ranged from intern to… Read More
As an Administrative Assistant, Angie has embarked on her professional journey in the administrative field with enthusiasm and dedication. As a recent high school graduate, Angie is excited about building her career in the administrative sector. Her previous experience in retail has equipped her with a strong foundation in customer service, time management, organization, and… Read More
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As an Audit Associate, Ronnie has several years of experience in audit, complemented by extensive internships in both the audit and tax fields. He prepares and verifies the financial information of companies among other responsibilities. Ronnie earned his Bachelor of Science in Accounting and Master of Business Administration from the State University of New York… Read More
Brittany’s experience as a Tax Manager, Tax Supervisor, Tax Senior Associate and Tax Associate at Harding, Shymanski & Company, P.S.C. in Evansville, IN, prepared her for her role as Tax Manager at LevitZacks. Brittany says her real learning began when she started as an intern. Being able to relate material to a client she’s involved… Read More