Brian Lewis

Brian Lewis Email and Phone Number

Private Credit | Venture Debt | Supporting the Innovation Economy @ LAGO Innovation Fund
Brian Lewis's Location
Menlo Park, California, United States, United States
Brian Lewis's Contact Details
About Brian Lewis

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."

Brian Lewis's Current Company Details
LAGO Innovation Fund

Lago Innovation Fund

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Private Credit | Venture Debt | Supporting the Innovation Economy
Brian Lewis Work Experience Details
  • Lago Innovation Fund
    Managing Director
    Lago Innovation Fund Jun 2024 - Present
  • Triplepoint Capital
    Managing Director
    Triplepoint Capital Feb 2022 - Jun 2024
    Menlo Park, California, Us
  • Triplepoint Capital
    Director
    Triplepoint Capital Jun 2017 - Mar 2022
    Menlo Park, California, Us
  • City National Bank
    Vice President - Relationship Manager
    City National Bank Apr 2013 - Jun 2017
    Los Angeles, Ca, Us
    Technology and Venture Capital Banking
  • Bridge Bank
    Assistant Vice President
    Bridge Bank Oct 2012 - Apr 2013
    San Jose, Ca, Us
    Managed 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.
  • Bridge Bank
    Relationship Manager
    Bridge Bank Oct 2011 - Sep 2012
    San Jose, Ca, Us
  • Bridge Bank
    Credit Analyst
    Bridge Bank Nov 2010 - Oct 2011
    San Jose, Ca, Us
  • Acg Derivatives
    Options Trader
    Acg Derivatives Oct 2008 - Nov 2010
    Full 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.
  • Source 1 Water Systems
    Business Development
    Source 1 Water Systems Jan 2005 - Oct 2008
  • Ritz Carlton Club
    Club Concierge
    Ritz Carlton Club Mar 2004 - Jan 2005

Brian Lewis Skills

Finance Financial Analysis Banking Portfolio Management Investments Credit Asset Based Lending Risk Management Customer Service Analysis Venture Debt Microsoft Excel Microsoft Word

Brian Lewis Education Details

  • Santa Clara University Leavey School Of Business
    Santa Clara University Leavey School Of Business
    Business Administration
  • University Of California, Davis
    University Of California, Davis
    Political 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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