Miles Lewis Email and Phone Number
Miles Lewis work email
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Miles Lewis personal email
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I graduated from the University of Oregon with a degree in Finance. I am currently working as a Senior Trader at Aldrich Wealth. Some of my hobbies include raising a German Shepherd, exploring Oregon, and coaching baseball.
Aldrich Wealth
View- Website:
- wealthadvisors.com
- Employees:
- 25
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Senior TraderAldrich Wealth Jan 2024 - Present
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TraderAldrich Wealth May 2022 - Jan 2024
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Baseball CoachJesuit High School Portland Jul 2021 - Present -
Senior Operations AssociateTru Independence Nov 2017 - May 2022Portland, Oregon -
Baseball CoachLakeridge High School May 2011 - Jun 2021Lake Oswego, Or -
AnalystPortland Private Wealth Management, Inc. Sep 2014 - Nov 2017Portland, OregonBenchmarked fees and returns versus other 401(k) plans through FRA PlantoolsCreated, analyzed, and maintained model portfolios using Morningstar Office, Riskalyze, and iRebal. Performed back office support in an operations role by using Redtail CRM and Morningstar Office.Worked as an intermediary between the recordkeeper, third party administrator, and sponsor for several 401(k) Plans.
Miles Lewis Skills
Miles Lewis Education Details
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Finance -
Business Administration, Management And Operations -
High School Diploma
Frequently Asked Questions about Miles Lewis
What company does Miles Lewis work for?
Miles Lewis works for Aldrich Wealth
What is Miles Lewis's role at the current company?
Miles Lewis's current role is Senior Trader at Aldrich Wealth.
What is Miles Lewis's email address?
Miles Lewis's email address is mi****@****ail.com
What schools did Miles Lewis attend?
Miles Lewis attended University Of Oregon, Menlo College, Lakeridge High School.
What are some of Miles Lewis's interests?
Miles Lewis has interest in Investments, Traveling, Education, Art, Sports.
What skills is Miles Lewis known for?
Miles Lewis has skills like Personal Finance, Microsoft Office, Sports Management, Stocks, Economics, Market Research, Baseball, Microsoft Excel, Investment Strategies, Financial Economics, Wealth Management, 401 Plans.
Who are Miles Lewis's colleagues?
Miles Lewis's colleagues are Joe Strauss, Cfa, Chris Mcnabb, Cfp®, Tom Gilbers, Cfp®, Heather Wonderly, Melanie Gibson, Chris Van Dyke, Cfa, Caia, Jackson Davis, Cfp®.
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Miles Lewis
Realtor At Homesmart Real Estate Associates | Investor And Investment Strategy | Consulting | Finance ManagementSeattle, Wa2comcast.net, windermere.com
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