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Casey Lewis Email & Phone Number
Chief of Staff and Lead Advisor
at
Lewis Financial
1 work email found
@assetworks.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief of Staff and Lead Advisor
Location
Greater Philadelphia, United States
Company size
Who is Casey Lewis? Overview
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Quick answer
Casey Lewis is listed as Chief of Staff and Lead Advisor at Lewis Financial, a with 29 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at assetworks.com and a matched LinkedIn profile for Casey Lewis.
Casey Lewis previously worked as Financial Advisor at Northwestern Mutual and President (SC Beta) at Phi Delta Theta Fraternity. Casey Lewis holds Logistics, Materials, And Supply Chain Management from University Of South Carolina.
Company email context
Email format at Lewis Financial
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{first}.{last}@assetworks.com
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AeroLeads found 1 current-domain work email signal for Casey Lewis. Compare company email patterns before reaching out.
Profile bio
About Casey Lewis
Casey Lewis is a Lead Advisor with the Lewis Financial Group. The firm's vision is enriching lives, impacting communities, and leaving legacies. He uses a three-step approach in working with his clients to understand complex financial issues, and how they affect life goals — whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. He works closely with his father, Jason Lewis, who has been in the industry for over 20 years. For additional information, call Casey at (610) 551-0191 or visit the website at www.lewisfinancial.nm.com
Listed skills include Leadership, Microsoft Office, Teamwork, Data Analysis, and 6 others.
Current workplace
Casey Lewis's current company
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Lewis Financial
7 roles
Casey Lewis work experience
A career timeline built from the work history available for this profile.
Chief Of Staff And Lead Advisor
Current
Apr 2021 - Present
Financial Advisor
Apr 2019 - Apr 2021
President (Sc Beta)
Jan 2018 - Dec 2018
Area Manager
Aided in the daily operations at an Amazon Fulfillment Center. Set rates daily for the entire building based on inventory moved from the previous shift and amount of incoming new product. • Managed the daily operations of the Outbound Pick department that consisted of a total roster of 300 associates.• Provided feedback to motivate associates to increase work rate or remain at an established high level. • Implemented a Continuous Process Improvement project that anticipates a minimum savings of $50,000 per year, while currently being tested for nationwide implementation.
Apr 2018 - Jul 2018
Mergers & Acquisition Analyst
• Identified 100+ vertical market software businesses per week meeting the company’s strategic criteria for merging or acquiring• Gathered market research on 40 state vehicle inspection procedures gauging how successful a new inspection application would be
May 2017 - Aug 2017
Financial Representative Assistant
Aided in the daily operations of a wealth management firm. • Catalogued client files and information into an improved cloud based organization system to improve efficiency. • Allocated data and organized into excel spreadsheets to optimize mutual fund, stocks, and ETF research. • Analyzed the performance of a variety of Mutual Funds, stocks, and ETFs to determine weaknesses and opportunities within the fund to ensure the stability of the client’s assets.
May 2016 - Aug 2016
3 education records
Casey Lewis education
Logistics, Materials, And Supply Chain Management
Economics
Education record
FAQ
Frequently asked questions about Casey Lewis
Quick answers generated from the profile data available on this page.
What company does Casey Lewis work for?
Casey Lewis works for Lewis Financial.
What is Casey Lewis's role at Lewis Financial?
Casey Lewis is listed as Chief of Staff and Lead Advisor at Lewis Financial.
What is Casey Lewis's email address?
AeroLeads has found 1 work email signal at @assetworks.com for Casey Lewis at Lewis Financial.
Where is Casey Lewis based?
Casey Lewis is based in Greater Philadelphia, United States while working with Lewis Financial.
What companies has Casey Lewis worked for?
Casey Lewis has worked for Lewis Financial, Northwestern Mutual, Phi Delta Theta Fraternity, Amazon, and Assetworks Llc.
How can I contact Casey Lewis?
You can use AeroLeads to view verified contact signals for Casey Lewis at Lewis Financial, including work email, phone, and LinkedIn data when available.
What schools did Casey Lewis attend?
Casey Lewis holds Logistics, Materials, And Supply Chain Management from University Of South Carolina.
What skills is Casey Lewis known for?
Casey Lewis is listed with skills including Leadership, Microsoft Office, Teamwork, Data Analysis, Operations Management, Microsoft Word, Microsoft Excel, and Public Speaking.
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