Nate Lewis

Nate Lewis Email and Phone Number

Accountant/Financial Advisor | Personal CFO for the Average Joe | Dad x 2 @ Iron Bull Financial
Nate Lewis's Location
Urbana-Champaign Area, United States, United States
About Nate Lewis

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009. He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.Nate focuses on assisting sales and marketing professionals simplify their finances. Nate has been in marketing and sales basically his whole career. He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.https://www.lewiswealthmanagementgroup.com/disclosure

Nate Lewis's Current Company Details
Iron Bull Financial

Iron Bull Financial

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Accountant/Financial Advisor | Personal CFO for the Average Joe | Dad x 2
Nate Lewis Work Experience Details
  • Iron Bull Financial
    Founder
    Iron Bull Financial Sep 2024 - Present
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  • Iron Bull Tax Pros
    Co-Founder
    Iron Bull Tax Pros Nov 2020 - Present
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  • Lewis Wealth Management Group
    Financial Advisor
    Lewis Wealth Management Group Dec 2016 - Present
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  • Lewis Wealth Management Group
    Director Of Operations
    Lewis Wealth Management Group Jul 2019 - Nov 2020
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  • 1St Gen Entrepreneurs
    Member
    1St Gen Entrepreneurs Oct 2023 - Present
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  • Research Financial Strategies.
    Financial Advisor
    Research Financial Strategies. Jun 2014 - Nov 2016
    Rockville, Maryland, Us
    Financial Advisor who likes working with Entrepreneurs/Business Owners. Also specializes in 401k and 403b advice.
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  • Lewis Wealth Management Group
    Sales Assistant
    Lewis Wealth Management Group Jun 2009 - May 2014
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Nate Lewis Skills

Financial Analysis Banking Investments Financial Reporting Economics Corporate Finance Risk Management Financial Modeling Portfolio Management Analysis Credit Management Equities Finance Sales Project Management Strategic Financial Planning Business Strategy Series 65 401 Retirement Savings Plans 401k Rollovers 403 B 457 Plans Retirement Plan Consulting Retirement Benefits Qualified Retirement Plans

Nate Lewis Education Details

  • Illinois State University
    Illinois State University
    Business/Managerial Economics
  • Kaskaskia College
    Kaskaskia College
  • Unity High School
    Unity High School

Frequently Asked Questions about Nate Lewis

What company does Nate Lewis work for?

Nate Lewis works for Iron Bull Financial

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

Nate Lewis's current role is Accountant/Financial Advisor | Personal CFO for the Average Joe | Dad x 2.

What schools did Nate Lewis attend?

Nate Lewis attended Illinois State University, Kaskaskia College, Unity High School.

What skills is Nate Lewis known for?

Nate Lewis has skills like Financial Analysis, Banking, Investments, Financial Reporting, Economics, Corporate Finance, Risk Management, Financial Modeling, Portfolio Management, Analysis, Credit, Management.

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