Alan D. Lewis Ii Email & Phone Number

As the Co-Founder and Global Chief Strategy Officer of The Aeon Group, Inc., Alan has played a pivotal role in charting the company's strategic direction and growth since 2013. His leadership has been instrumental in creating liquidity avenues for founders and early shareholders of unicorn firms, while simultaneously democratizing access to these elite investments for accredited individuals. Alan has steered innovative approaches to investment, ensuring Aeon remains at the forefront of market trends, always seeking to "invest in what's next." Under his guidance, Aeon has secured early stakes in industry giants like Facebook, Twitter, Alibaba, and Spotify, positioning the company's investors advantageously ahead of their public listings.

Middletown, New Jersey, Us

As the Managing Member of AeonX, LLC since 2004, Alan has been at the helm of delivering premier administrative services to the Aeon Family of Funds. With a tenure spanning nearly two decades, he has overseen the integration of cutting-edge technology platforms and systems, ensuring that the administrative procedures not only meet but exceed industry standards. His leadership has been key in enhancing compliance measures, elevating overall productivity, and fostering a heightened sense of confidence and trust among stakeholders. Through strategic direction and an unwavering commitment to excellence, Alan has positioned AeonX as a beacon of reliability and innovation in fund administration.

Santa Monica, Ca, Us

Alan assumed the role of Chief Financial Officer in July of 2017 for the Silicon Beach-based technology startup incubator in conjunction with The Aeon Group, Inc.'s takeover from its previous management. As the Chief Financial Officer, Alan has been instrumental in bringing the company back to and maintaining its Pink Current status on the OTCMarkets, where it is listed under the symbol "IDEA".

As the Chief Strategy Officer (CSO) for Aeon Acquisition Corp, a registered Special Purpose Acquisition Company (SPAC), Alan has been instrumental in charting the company's course since its inception in 2021. His responsibilities encompass the strategic identification and evaluation of potential acquisition targets and overseeing due diligence processes. With a keen understanding of regulatory compliance and market dynamics, Alan has also been pivotal in liaising with the company's securities attorneys, accountants, and auditors, ensuring the operations remain transparent and within the framework of financial regulations. Leveraging deep market insights and a forward-thinking approach, he has been at the forefront of driving growth and ensuring the SPAC's successful endeavors in the financial landscape.

Leveraging the synergies and expansive network of The Aeon Group, Alan collaborated with a diverse clientele, providing them with strategic financial advisory, assessing market opportunities, and executing complex transactions to fuel their growth ambitions. Situated in the financial hub of New York, his expertise was crucial in navigating the intricate landscape of capital markets, ensuring optimal returns and value creation for the firm's clients.

During his tenure as a Member of the Board of Governors at Mission View Public Charter School from 2011 to 2013, Alan held a pivotal role in guiding the school's strategic direction and ensuring its commitment to personalized education was consistently met. Leveraging his knowledge of California's public charter school regulations and best practices, he collaborated with fellow board members and the school's leadership to make informed decisions that enriched the academic environment. His oversight extended to ensuring the recruitment of dedicated staff, from highly qualified teachers to an adept student support team, all with the shared goal of fostering an atmosphere where students are nurtured into competent, self-motivated, lifelong learners.

As the Chief Growth Officer for Newhall Coffee Roasting Company from 2009 to 2010, Alan spearheaded strategic initiatives underpinning the brand's evolution and market expansion, particularly during a pivotal turn-around period. He was entrusted with harnessing the company's mission of intertwining high-quality coffee production with philanthropic endeavors. This vision led to successfully launching the "Coffee for a Cause" program. Alan's leadership also expanded the distribution footprint, securing key partnerships with major retailers across Southern California and the Southwest while optimizing the online sales channel to reach a broader audience.

Los Angeles, California, Us

As a Partner at Xnergy LLC from 2006 to 2008, Alan was deeply entrenched in steering the firm's strategic trajectory, which witnessed a tenfold growth during his tenure. He played an instrumental role in the firm's transition to becoming a registered Member of FINRA, underscoring its commitment to regulatory compliance and industry best practices. Furthermore, leveraging his expertise in investment banking, Alan was pivotal in successfully launching the firm's inaugural bridge fund. At Xnergy, a boutique firm that bolsters early-stage and emerging organizations, his leadership was crucial in providing top-tier business advisory, structuring operations for optimal growth, and ensuring efficient capital access for the diverse clientele.

As the founder, President, and CEO of Native Holdings from 2000 to 2004, Alan helmed the company's evolution from its inception as an advisory services firm to its reimagined identity in 2003, focusing on the acquisition, rejuvenation, and sale of condos in the bustling Los Angeles market. He was instrumental in shaping the company's strategic direction, overseeing operations, fostering investor relations, and ensuring optimal returns. Alan's leadership culminated in successfully selling the company's assets in 2004.

As the founder, President, and CEO of DotCom Ventures from 1998 to 2000, Alan was at the forefront of guiding traditional businesses in their digital transformation journey. However, following the acquisition by Peacock Financial Corporation, a public investment entity, DotCom Ventures transitioned into the pivotal role of the investment banking division of Peacock Financial. Under his leadership, the company managed burgeoning tech startups and took on the comprehensive stewardship of Peacock Financial's diverse asset portfolio. This encompassed a broad spectrum from overseeing minor league soccer teams to strategically managing valuable real estate assets throughout Southern California, underscoring their multifaceted investment expertise.

Arlington, Va, Us

During his service as an infantry rifleman (11B) with the California Army National Guard from 1995 to 2000, Alan was entrusted with safeguarding the nation against terrestrial threats. Stationed in California, he actively participated in complex drills and combat situations, capturing, repelling, and neutralizing enemy forces. His responsibilities spanned from facilitating the deployment of troops and equipment to participating in reconnaissance missions. Additionally, Alan ensured the proficient use, maintenance, and storage of combat weapons, underscoring his commitment to operational readiness and excellence.

From 1995 to 1997, Alan progressed through diverse roles at EchoLink Interactive, now known as Mass Hysteria, one of San Diego's top-tier web development firms. Beginning as a graphical interface designer, he honed his skills in creating intuitive and engaging user experiences. This foundation equipped him to transition into a Technical Marketing Manager role, where he managed key accounts like Mail Boxes Etc., San Diego Gas and Electric, and Anthony Robbins, ensuring that the digital solutions aligned with their business objectives. His ascent culminated in the role of Regional Manager, where Alan spearheaded client acquisition efforts and cultivated strategic partnerships across the expansive Los Angeles County.

Fort Liberty, Nc, Us

Serving in the United States Army Reserve from 1992 to 1995 as a 96R Ground Surveillance Radar operator, Alan was entrusted with the pivotal role of managing the REMBASS (Remotely Monitored Battlefield Sensor System). This advanced system, designed for comprehensive battlefield surveillance, target assessment, and early warning, required precision and vigilance. Operating in diverse field conditions, his duties ensured real-time intelligence gathering, providing critical insights, and ensuring the safety and strategic positioning of the troops.

Newport Beach, California, Us

At Fidelity National Title, a Fortune 500 commercial and residential mortgage services leader, Alan served as a Marketing Assistant from 1993 to 1995. Stationed in Los Angeles, he collaborated closely with the County Manager, dedicating his expertise to projects to expand the company's market share. This involved devising and implementing targeted sales strategies and dynamic marketing campaigns. A highlight of his tenure was his pivotal role, under the direct supervision of the CFO, in establishing an in-house marketing department for the Ventura County headquarters, marking a significant enhancement in the company's internal operations and market outreach efforts.

Doctor Of Education - Edd, Learning Technology

Organizational Development

Master Of Public Administration (Mpa), Organizational Leadership

Ba, Political Science

Certificate(S), Crisis Leadership And Emergency Management

Transfer, Accounting And Behavioral Sciences