Jesse Lewis Email and Phone Number
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Jesse Lewis is a Director, Strategic Account Executive at Luma Financial Technologies. He possess expertise in mutual funds, alternative investments, portfolio management, financial services, investments and 18 more skills.
Luma Financial Technologies
View- Website:
- lumafintech.com
- Employees:
- 106
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Director, Strategic Account ExecutiveLuma Financial TechnologiesPhiladelphia, Pa, Us
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Strategic Account ExecutiveAdvisor360° May 2024 - PresentWeston, Massachusetts, United States -
Advisory Board MemberGraham Media Partners Oct 2023 - PresentWayne, Pennsylvania, United States -
Board MemberOverachieve Academy Jul 2020 - PresentParkesburg, Pennsylvania, United StatesBased in Chester County, Pennsylvania (USA), Overachieve Academy is the premier training academy focused on influencing the lives of student-athletes – ranging from grade school to Division I collegiate programs. -
Svp, Client Engagement & PartnershipsUptiq Jun 2023 - Mar 2024Philadelphia, Pennsylvania, United States -
Head Of Advisor & Enterprise SalesAdvisor Credit Exchange Sep 2020 - Jun 2023Berwyn, Pennsylvania, United States -
Regional Lending ManagerAdvisor Credit Exchange Jul 2019 - Sep 2020Berwyn, Pa
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Vice President, Business DevelopmentWealthcare Capital Management Nov 2016 - Jun 2019Greater Philadelphia Area -
Leadership PathwayMoney Management Institute 2015 - 2017Washington D.C. Metro AreaNominated for participation in the Money Management Institute Leadership Pathway program, an executive development program for emerging leaders in the financial services industry. Also volunteered to serve as a Mentor for the Gateway to Leadership Program, a 501c3 organization which offers financial services firms the opportunity to increase workplace diversity while providing access to an extraordinary talent pool of highly motivated young professionals. Leadership Pathway: https://www.mminst.org/about-leadership-pathwayGateway to Leadership: http://www.mminst.org/about-gateway-leadership -
Vice President, Business DevelopmentThe Bancorp May 2015 - Sep 2016Greater Philadelphia Area -
Key Account ManagerLockwood Advisors, Inc., An Affiliate Of Pershing, A Bny Mellon Company Jan 2007 - May 2015Provided key account and marketing support for the Enterprise and Advisory Sales Groups. Train home offices and advisors on Pershing's managed account offerings. Collaborate with home offices to develop and implement sales and marketing campaigns. Responsible for the management of key client relationships and gaining an in-depth knowledge of clients with a goal of increasing managed account assets and enhancing relationships. Serve as a liaison for the Product Development, Sales, Marketing and Operations groups. -
Business Development AssociateThe Bank Of New York Mellon/Pershing Llc Nov 2004 - Jan 2007·· Worked with Regional Directors in the field to aggressively promote Lockwood and its web-based platform to Investment Advisors.· Made proactive calls to Investment Advisors. Profiled advisor, introduced them to our separate account platform, and set up appointments for the Regional Directors.· Worked with the sales team on call campaigns for roll out meetings for Broker Dealers and Registered Investment Advisors.· Provided portfolio design/analysis support to Advisors.· Trained advisors on Lockwood systems: Advisor WorkStation, Proposal System, account opening system and Web-site.· Provided updates to Lockwood clients such as money manager changes. -
OwnerMarkitscape Solutions 2001 - 2004West Chester, PaMarkITScape Solutions provided branding, collateral, and web development for small to mid-size organizations.
Jesse Lewis Skills
Jesse Lewis Education Details
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Certification, Innovation -
Media Communications & Technology
Frequently Asked Questions about Jesse Lewis
What company does Jesse Lewis work for?
Jesse Lewis works for Luma Financial Technologies
What is Jesse Lewis's role at the current company?
Jesse Lewis's current role is Director, Strategic Account Executive.
What is Jesse Lewis's email address?
Jesse Lewis's email address is jl****@****tal.com
What is Jesse Lewis's direct phone number?
Jesse Lewis's direct phone number is +148474*****
What schools did Jesse Lewis attend?
Jesse Lewis attended Carnegie Mellon University - Heinz College Of Information Systems And Public Policy, East Stroudsburg University Of Pennsylvania.
What are some of Jesse Lewis's interests?
Jesse Lewis has interest in Science And Technology, Education, Health.
What skills is Jesse Lewis known for?
Jesse Lewis has skills like Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, Investments, Retirement, Separately Managed Accounts, Etfs, Wealth Management, Investment Advisory, Asset Management, Asset Allocation.
Who are Jesse Lewis's colleagues?
Jesse Lewis's colleagues are Tara York, Cfa, Bonticia Wanga, Jeevan Pulugu, Suhaib Shaikh, Andrew Macke, Chandramouli Pappala, Alan De Almeida De Bona.
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Jesse Lewis
Criminal Analyst With Proven Track Record In Identifying Patterns & Trends👮♂️🎯✨San Diego, Ca2gmail.com, gmail.com -
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Jesse Lewis
Director | Organizational Effectiveness | Leadership Enthusiast | Operational Excellence | Agile LeaderSan Antonio, Texas Metropolitan Area
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