Alan D. Lewis Ii

Alan D. Lewis Ii Email and Phone Number

Digital Transformation Leader | EdD Candidate in Learning Technology @ AeonX
Alan D. Lewis Ii's Location
New York City Metropolitan Area, United States, United States
Alan D. Lewis Ii's Contact Details
About Alan D. Lewis Ii

Alan Lewis is a multifaceted leader with decades of experience in executive management, strategy, innovation, and education. He is the Co-Founder and Global Chief Strategy Officer of The Aeon Group, Inc.. This pioneering alternative investment firm provides liquidity solutions for founders and early shareholders of unicorn companies and access to these investments for accredited individuals. He is also the Chief Financial Officer of INVENT Ventures, a technology startup incubator he helped revive and restore to its Pink Current status on the OTCMarkets. In addition, he is the Managing Member of AeonX, LLC, a fund administration service provider that leverages cutting-edge technology platforms and systems.Alan is a successful entrepreneur, a practitioner-scholar, and a doctoral candidate in Learning Technology at Pepperdine University. He believes in the power of education and technology as essential tools for empowerment and societal change. He applies his knowledge and skills to foster transformative growth for his ventures, investors, and community. He has demonstrated expertise in digital transformation, leadership development, and organizational culture and has received multiple honors and awards for his excellence and innovation. Alan is a driven individual who bridges the gap between potential and achievement across all facets of life, combining knowledge, innovation, and ethical leadership to create lasting, positive change.

Alan D. Lewis Ii's Current Company Details
AeonX

Aeonx

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Digital Transformation Leader | EdD Candidate in Learning Technology
Alan D. Lewis Ii Work Experience Details
  • The Aeon Group
    Co-Founder And Global Chief Strategy Officer
    The Aeon Group Mar 2013 - Present
    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.
  • Aeonx
    Managing Member
    Aeonx Jun 2004 - Present
    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.
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  • Invent Ventures
    Chief Financial Officer
    Invent Ventures Jul 2017 - Present
    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".
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  • Aeon Acquisition Corp
    Chief Strategy Officer (Cso)
    Aeon Acquisition Corp Jan 2021 - Present
    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.
  • Aeon Capital, Inc.
    Investment Banker
    Aeon Capital, Inc. Apr 2019 - Mar 2023
    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.
  • Mission View Public Charter School
    Member, Board Of Governors
    Mission View Public Charter School Jul 2011 - Feb 2013
    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.
  • Newhall Coffee Roasting Company
    Chief Growth Officer
    Newhall Coffee Roasting Company Mar 2009 - Sep 2010
    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.
  • Xnergy Llc
    Partner
    Xnergy Llc Jan 2006 - Feb 2008
    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.
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  • Native Holdings
    President & Ceo
    Native Holdings 2000 - 2004
    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.
  • Dotcom Ventures
    President & Ceo
    Dotcom Ventures 1998 - 2000
    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.
  • U.S. Army And Army National Guard
    11B (Rifleman)
    U.S. Army And Army National Guard 1995 - 2000
    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.
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  • Echolink Interactive
    Regional Manager
    Echolink Interactive 1995 - 1997
    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.
  • United States Army Reserve
    96R (Ground Surveillance Radar)
    United States Army Reserve Dec 1992 - Jun 1995
    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.
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  • Fidelity National Title
    Marketing Assistant
    Fidelity National Title 1993 - 1995
    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.
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Alan D. Lewis Ii Skills

Entrepreneurship Mergers And Acquisitions Start Ups Strategy Venture Capital Executive Management Investment Banking Corporate Finance Leadership Private Equity Management Strategic Partnerships Strategic Planning Due Diligence Business Development Investments Mergers Corporate Development Business Strategy Private Placements Emerging Markets Leveraged Finance Ipo Non Profits Nonprofits Finance Strategic Financial Planning Management Consulting Leadership Development Funding Financial Modeling Financial Analysis Valuation Capital Securities Portfolio Management Restructuring Asset Management Organizational Development Investor Relations Equities Financial Structuring Alternative Investments Divestitures Acquisitions Turn Around Management Angel Investing M&a Experience Joint Ventures Financial Markets

Alan D. Lewis Ii Education Details

  • Pepperdine University Graduate School Of Education And Psychology
    Pepperdine University Graduate School Of Education And Psychology
    Learning Technology
  • The New School
    The New School
    Organizational Development
  • California State University, Northridge
    California State University, Northridge
    Organizational Leadership
  • American Public University System
    American Public University System
    Political Science
  • Fema | Emergency Management Institute
    Fema | Emergency Management Institute
    Crisis Leadership And Emergency Management
  • College Of The Canyons
    College Of The Canyons
    Accounting And Behavioral Sciences

Frequently Asked Questions about Alan D. Lewis Ii

What company does Alan D. Lewis Ii work for?

Alan D. Lewis Ii works for Aeonx

What is Alan D. Lewis Ii's role at the current company?

Alan D. Lewis Ii's current role is Digital Transformation Leader | EdD Candidate in Learning Technology.

What is Alan D. Lewis Ii's email address?

Alan D. Lewis Ii's email address is kn****@****oup.com

What is Alan D. Lewis Ii's direct phone number?

Alan D. Lewis Ii's direct phone number is +194962*****

What schools did Alan D. Lewis Ii attend?

Alan D. Lewis Ii attended Pepperdine University Graduate School Of Education And Psychology, The New School, California State University, Northridge, American Public University System, Fema | Emergency Management Institute, College Of The Canyons.

What are some of Alan D. Lewis Ii's interests?

Alan D. Lewis Ii has interest in Social Services, Mobile, Clean Technology, Entrepreneurship, Economic Empowerment, Education, Health Care, Economic And Leadership Development, Ongoing Education, Investor/shareholder Advocacy.

What skills is Alan D. Lewis Ii known for?

Alan D. Lewis Ii has skills like Entrepreneurship, Mergers And Acquisitions, Start Ups, Strategy, Venture Capital, Executive Management, Investment Banking, Corporate Finance, Leadership, Private Equity, Management, Strategic Partnerships.

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