Brian Lewis Email and Phone Number
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Brian Lewis phone numbers
Brian Lewis is a Private Credit | Venture Debt | Supporting the Innovation Economy at LAGO Innovation Fund. He possess expertise in finance, financial analysis, banking, portfolio management, investments and 8 more skills. Colleagues describe him as "Brian and I have been traders at ACG for 2 years. He's proven not only to be one of the best traders to work with but also one of the best colleagues to work with. He has demonstrated thorough risk management as well as consistent profitability. At the same time, Brian generates original, succinct ideas for individual trades and overall company improvement.", "While attending graduate school at Santa Clara University, I had the pleasure of working with Brian Lewis. Brian is a quick study, a team player, and always results oriented. Brian single handedly delivered a thorough financial valuation and analysis for our Capstone project, which significantly contributed to our team winning the Belotti award. His desire to work in finance was clear in his coursework and approach to each project team throughout the MBA program.", and "Brian is a highly motivated bright individual with a strong desire for finance. I have worked with him on numerous projects throughout the Santa Clara University MBA program and he always has insightful ideas on financial metrics and business valuations. His attention to detail and willingness to create a strong team dynamic has been beneficial to our success."
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Managing DirectorLago Innovation Fund Jun 2024 - Present -
Managing DirectorTriplepoint Capital Feb 2022 - Jun 2024Menlo Park, California, Us -
DirectorTriplepoint Capital Jun 2017 - Mar 2022Menlo Park, California, Us -
Vice President - Relationship ManagerCity National Bank Apr 2013 - Jun 2017Los Angeles, Ca, UsTechnology and Venture Capital Banking -
Assistant Vice PresidentBridge Bank Oct 2012 - Apr 2013San Jose, Ca, UsManaged a multi-million dollar credit portfolio, providing financing solutions to companies in a variety of technology sectors, from inception through IPO, including: asset based/working capital lines of credit, Growth Capital Debt, and Venture Debt. -
Relationship ManagerBridge Bank Oct 2011 - Sep 2012San Jose, Ca, Us -
Credit AnalystBridge Bank Nov 2010 - Oct 2011San Jose, Ca, Us -
Options TraderAcg Derivatives Oct 2008 - Nov 2010Full discretion trader in charge of developing and executing financial market strategies focused on equity derivatives, covering a broad array of investing goals and objectives.Performed research to value and identify trends within target sectors and individual securities using company financial statements, Quarterly/Annual Reports, and earnings volatility.Experience with a variety of trading techniques to capitalize on changing market conditions such as volatility spreads, high volume long/short book, event based strategies, and delta neutral hedging.
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Business DevelopmentSource 1 Water Systems Jan 2005 - Oct 2008
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Club ConciergeRitz Carlton Club Mar 2004 - Jan 2005
Brian Lewis Skills
Brian Lewis Education Details
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Santa Clara University Leavey School Of BusinessBusiness Administration -
University Of California, DavisPolitical Science
Frequently Asked Questions about Brian Lewis
What company does Brian Lewis work for?
Brian Lewis works for Lago Innovation Fund
What is Brian Lewis's role at the current company?
Brian Lewis's current role is Private Credit | Venture Debt | Supporting the Innovation Economy.
What is Brian Lewis's email address?
Brian Lewis's email address is br****@****ail.com
What is Brian Lewis's direct phone number?
Brian Lewis's direct phone number is +165031*****
What schools did Brian Lewis attend?
Brian Lewis attended Santa Clara University Leavey School Of Business, University Of California, Davis.
What skills is Brian Lewis known for?
Brian Lewis has skills like Finance, Financial Analysis, Banking, Portfolio Management, Investments, Credit, Asset Based Lending, Risk Management, Customer Service, Analysis, Venture Debt, Microsoft Excel.
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