Portfolio Manager
Current
Self Employed
Manage a stock portfolio using stock charts.
Jul 2014 - Present
AeroLeads people directory · profile
Ellen Lewin Email & Phone Number
Portfolio Manager
at
Self employed
1 work email found
@comcast.net
9 phones found area 917, 925, 718, and 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Self employed
Role
Portfolio Manager
Location
Lafayette, California, United States
Who is Ellen Lewin? Overview
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Quick answer
Ellen Lewin is listed as Portfolio Manager at Self employed, based in Lafayette, California, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 917, 925, 718, 212, and a matched LinkedIn profile for Ellen Lewin.
Ellen Lewin previously worked as Account Executive - Small Law - San Francisco Bay Area at Law360 and Pattern Day Trader at Uny Properties Llc. Ellen Lewin holds Mba, Accounting from Bernard M. Baruch College.
Company email context
Email format at Self employed
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*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Ellen Lewin. Compare company email patterns before reaching out.
Profile bio
About Ellen Lewin
Experienced Portfolio Manager with a demonstrated history of working in the investment management industry. Skilled in Business Planning, Sales, Customer Relationship Management (CRM), Team Building, and Management. Strong finance professional with a MBA focused in Accounting from BERNARD M. BARUCH COLLEGE.
Listed skills include Selling, Leadership, Sales Operations, Sales, and 39 others.
Current workplace
Ellen Lewin's current company
Company context helps verify the profile and gives searchers a useful next step.
Self Employed
10 roles
Ellen Lewin work experience
A career timeline built from the work history available for this profile.
Account Executive - Small Law - San Francisco Bay Area
Law360
Publishers of Law360.
Feb 2013 - Jul 2014
Pattern Day Trader
Uny Properties Llc
Traded equities based on daily and weekly chart patterns and stock fundamentals.
Jun 2006 - Jan 2013
Account Executive
Sharp Business Systems
Responsible for sales of copiers, document management software and printing consulting projects to new accounts only. Brought in several new accounts. Demonstrated products in person and via Webex.
May 2008 - Feb 2009
Account Manager
Complinet Inc
Internet Based NASD, NYSE, AMEX, Anti-Money Laundering Rules Publisher and Software Developer.; Responsible for demonstrating and closing subscriptions and software listed above via face to face and webex demonstrations. Clients included major Law Firms, Hedge Funds and Broker /Dealers. Successfully increased revenue in accounts under management and added new accounts to territory. Developed relationship with user group, generating several new accounts and many leads.
Nov 2005 - May 2006
Account Manager
Managed accounts in NYC - Midtown which included mid sized law firms and tax and legal depts of major corporations.Responsible for increasing business subscriptions to Tax and Legal database.
Nov 2002 - Apr 2005
Account Manager
Cch Inc. (Wolters Kluwer)
Account Manager for Major Wall Street Investment Banking and Law Firms territory. Responsible for selling Tax Information. Responsible for Strategic Planning to increase sales in territory. Provide face to face presentations and training. Use phone calls and email to set up appointments. Use Excel and Contact Management software for forecasting, building pipelines and prospecting.
May 1992 - Mar 2002
Sales Representative
Managed a NYC territory consisting of Major Law Firms, Financial Institutions and Insurance Companies in the Wall Street area. Sold legal and tax research solutions and planning software. Achieved 110% of sales quota in 2001 and 105% in 2000 by creating long term relationships with VPs of tax, attorneys and legal librarians. Major accomplishments included obtaining major contracts formerly with competitors, qualifying for Publisher's Roundtable 3 times and exceeding 100% of quota in 9 years out of 10.; Reseller of computer components.
Jan 1991 - Jan 1992
Sales Representative
Responsible for sales of local area networks and computer hardware to major law firms. Structured the first PC based local area network sale to a major law firm.
Jan 1988 - Jan 1989
Sales Representative
Responsible for sales of local area networks to major banks and CPA firms. Negotiated a nationwide contract for the sale of a local area network and computer maintenance contract to a "Big 5" CPA firm.
Jan 1987 - Jan 1988
3 education records
Ellen Lewin education
Mba, Accounting
Bernard M. Baruch College
Ba, Philosophy
City College Of New York
Cpa
New York State
FAQ
Frequently asked questions about Ellen Lewin
Quick answers generated from the profile data available on this page.
What company does Ellen Lewin work for?
Ellen Lewin works for Self employed.
What is Ellen Lewin's role at Self employed?
Ellen Lewin is listed as Portfolio Manager at Self employed.
What is Ellen Lewin's email address?
AeroLeads has found 1 work email signal at @comcast.net for Ellen Lewin at Self employed.
What is Ellen Lewin's phone number?
AeroLeads has found 9 phone signal(s) with area code 917, 925, 718, 212 for Ellen Lewin at Self employed.
Where is Ellen Lewin based?
Ellen Lewin is based in Lafayette, California, United States while working with Self employed.
What companies has Ellen Lewin worked for?
Ellen Lewin has worked for Self Employed, Law360, Uny Properties Llc, Sharp Business Systems, and Complinet Inc.
How can I contact Ellen Lewin?
You can use AeroLeads to view verified contact signals for Ellen Lewin at Self employed, including work email, phone, and LinkedIn data when available.
What schools did Ellen Lewin attend?
Ellen Lewin holds Mba, Accounting from Bernard M. Baruch College.
What skills is Ellen Lewin known for?
Ellen Lewin is listed with skills including Selling, Leadership, Sales Operations, Sales, Crm, Salesforce.Com, Competitive Analysis, and Start Ups.
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