AeroLeads people directory · profile
Jesse Lewis Email & Phone Number
Director, Strategic Account Executive
at
Luma Financial Technologies
1 work email found
@wealthcarecapital.com
5 phones found area 484, 610, 570, and 302
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Strategic Account Executive
Location
Greater Philadelphia, United States, United States
Company size
Who is Jesse Lewis? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jesse Lewis is listed as Director, Strategic Account Executive at Luma Financial Technologies, a company with 106 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at wealthcarecapital.com, phone signal with area code 484, 610, 570, 302, and a matched LinkedIn profile for Jesse Lewis.
Jesse Lewis previously worked as Strategic Account Executive at Advisor360° and Advisory Board Member at Graham Media Partners. Jesse Lewis holds Certification, Innovation from Carnegie Mellon University - Heinz College Of Information Systems And Public Policy.
Company email context
Email format at Luma Financial Technologies
This section adds company-level context without repeating Jesse Lewis's masked contact details.
{first_initial}{last}@wealthcarecapital.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jesse Lewis. Compare company email patterns before reaching out.
Profile bio
About Jesse Lewis
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.
Listed skills include Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, and 19 others.
Current workplace
Jesse Lewis's current company
Company context helps verify the profile and gives searchers a useful next step.
Luma Financial Technologies
13 roles · 25 years
Jesse Lewis work experience
A career timeline built from the work history available for this profile.
Strategic Account Executive
Current
May 2024 - Present
Advisory Board Member
Current
Oct 2023 - Present
Board Member
CurrentBased 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.
Jul 2020 - Present
Svp, Client Engagement & Partnerships
Jun 2023 - Mar 2024
Head Of Advisor & Enterprise Sales
Sep 2020 - Jun 2023
Regional Lending Manager
Jul 2019 - Sep 2020
Vice President, Business Development
Nov 2016 - Jun 2019
Leadership Pathway
Nominated 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.
2015 - 2017
~2 yrs
Vice President, Business Development
May 2015 - Sep 2016
Key Account Manager
Provided 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.
Jan 2007 - May 2015
Business Development Associate
·· 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.
Nov 2004 - Jan 2007
Owner
Markitscape Solutions
MarkITScape Solutions provided branding, collateral, and web development for small to mid-size organizations.
2001 - 2004
~3 yrs
Team & coworkers
Colleagues at Luma Financial Technologies
Other employees you can reach at lumafintech.com. View company contacts for 106 employees →
LK
Logan Korzan
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
AD
Alan De Almeida De Bona
Colleague at Luma Financial TechnologiesGreater Bern Area, Switzerland
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HS
Hanna Sprung
Colleague at Luma Financial TechnologiesMiami, Florida, United States, United States
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MS
Michael Sharp
Colleague at Luma Financial TechnologiesCincinnati Metropolitan Area, United States
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JC
Joseph Cooper
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
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LG
Lily Gallagher
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
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PO
Pablo Ortega
Colleague at Luma Financial TechnologiesNew York City Metropolitan Area, United States
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HS
Hannah S.
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
TC
Taylor Contino
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
JM
João Monteiro
Colleague at Luma Financial TechnologiesLisboa, Lisbon, Portugal, Portugal
View →
Logan Korzan
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
AD
Alan De Almeida De Bona
Colleague at Luma Financial TechnologiesGreater Bern Area, Switzerland
View →
HS
Hanna Sprung
Colleague at Luma Financial TechnologiesMiami, Florida, United States, United States
View →
MS
Michael Sharp
Colleague at Luma Financial TechnologiesCincinnati Metropolitan Area, United States
View →
JC
Joseph Cooper
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
LG
Lily Gallagher
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
PO
Pablo Ortega
Colleague at Luma Financial TechnologiesNew York City Metropolitan Area, United States
View →
HS
Hannah S.
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
TC
Taylor Contino
Colleague at Luma Financial TechnologiesCincinnati, Ohio, United States, United States
View →
JM
João Monteiro
Colleague at Luma Financial TechnologiesLisboa, Lisbon, Portugal, Portugal
View →
2 education records
Jesse Lewis education
Certification, Innovation
Bs, Media Communications & Technology
FAQ
Frequently asked questions about Jesse Lewis
Quick answers generated from the profile data available on this page.
What company does Jesse Lewis work for?
Jesse Lewis works for Luma Financial Technologies.
What is Jesse Lewis's role at Luma Financial Technologies?
Jesse Lewis is listed as Director, Strategic Account Executive at Luma Financial Technologies.
What is Jesse Lewis's email address?
AeroLeads has found 1 work email signal at @wealthcarecapital.com for Jesse Lewis at Luma Financial Technologies.
What is Jesse Lewis's phone number?
AeroLeads has found 5 phone signal(s) with area code 484, 610, 570, 302 for Jesse Lewis at Luma Financial Technologies.
Where is Jesse Lewis based?
Jesse Lewis is based in Greater Philadelphia, United States, United States while working with Luma Financial Technologies.
What companies has Jesse Lewis worked for?
Jesse Lewis has worked for Luma Financial Technologies, Advisor360°, Graham Media Partners, Overachieve Academy, and Uptiq.
Who are Jesse Lewis's colleagues at Luma Financial Technologies?
Jesse Lewis's colleagues at Luma Financial Technologies include Logan Korzan, Alan De Almeida De Bona, Hanna Sprung, Michael Sharp, and Joseph Cooper.
How can I contact Jesse Lewis?
You can use AeroLeads to view verified contact signals for Jesse Lewis at Luma Financial Technologies, including work email, phone, and LinkedIn data when available.
What schools did Jesse Lewis attend?
Jesse Lewis holds Certification, Innovation from Carnegie Mellon University - Heinz College Of Information Systems And Public Policy.
What skills is Jesse Lewis known for?
Jesse Lewis is listed with skills including Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, Investments, Retirement, Separately Managed Accounts, and Etfs.
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