Casey Lewis

Casey Lewis Email and Phone Number

Chief of Staff and Lead Advisor @ Lewis Financial
Philadelphia, PA, US
Casey Lewis's Location
Greater Philadelphia, United States
Casey Lewis's Contact Details

Casey Lewis personal email

n/a
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

Casey Lewis's Current Company Details
Lewis Financial

Lewis Financial

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Chief of Staff and Lead Advisor
Philadelphia, PA, US
Website:
heritageplanningpartners.nm.com
Employees:
29
Casey Lewis Work Experience Details
  • Lewis Financial
    Chief Of Staff And Lead Advisor
    Lewis Financial
    Philadelphia, Pa, Us
    View
  • Lewis Financial
    Chief Of Staff And Lead Advisor
    Lewis Financial Apr 2021 - Present
    Greater Philadelphia
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  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Apr 2019 - Apr 2021
    King Of Prussia
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  • Phi Delta Theta Fraternity
    President (Sc Beta)
    Phi Delta Theta Fraternity Jan 2018 - Dec 2018
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  • Amazon
    Area Manager
    Amazon Apr 2018 - Jul 2018
    Columbia, South Carolina Area
    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.
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  • Assetworks Llc
    Mergers & Acquisition Analyst
    Assetworks Llc May 2017 - Aug 2017
    King Of Prussia, Pa
    • 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
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  • Northwestern Mutual
    Financial Representative Assistant
    Northwestern Mutual May 2016 - Aug 2016
    King Of Prussia, Pennsylvania
    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.
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Casey Lewis Skills

Leadership Microsoft Office Teamwork Data Analysis Operations Management Microsoft Word Microsoft Excel Public Speaking Time Management Microsoft Powerpoint

Casey Lewis Education Details

Frequently Asked Questions about Casey Lewis

What company does Casey Lewis work for?

Casey Lewis works for Lewis Financial

What is Casey Lewis's role at the current company?

Casey Lewis's current role is Chief of Staff and Lead Advisor.

What is Casey Lewis's email address?

Casey Lewis's email address is ca****@****rks.com

What schools did Casey Lewis attend?

Casey Lewis attended University Of South Carolina, University Of South Carolina, Spring-Ford Senior High School 9-12 Center.

What skills is Casey Lewis known for?

Casey Lewis has skills like Leadership, Microsoft Office, Teamwork, Data Analysis, Operations Management, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Microsoft Powerpoint.

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