Xavier Lewis

Xavier Lewis Email and Phone Number

Financial Planner @ Lotus Group Advisors
Denver, CO, US
Xavier Lewis's Location
Denver, Colorado, United States, United States
Xavier Lewis's Contact Details

Xavier Lewis personal email

Xavier Lewis phone numbers

About Xavier Lewis

Advisory services provided by TrilogyCapital, Inc., a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm on which company's behalf services are being provided.

Xavier Lewis's Current Company Details
Lotus Group Advisors

Lotus Group Advisors

View
Financial Planner
Denver, CO, US
Website:
trilogyfs.com
Employees:
170
Xavier Lewis Work Experience Details
  • Lotus Group Advisors
    Financial Planner
    Lotus Group Advisors
    Denver, Co, Us
  • Trilogy Financial
    Wealth Advisor
    Trilogy Financial May 2017 - Present
    Denver, Colorado
  • Trilogy Financial
    Associate Financial Advisor
    Trilogy Financial Nov 2015 - Present
  • Credit Union Of Colorado
    Member Advocate
    Credit Union Of Colorado Feb 2015 - Jul 2015
    Greater Denver Area
    • Demonstrate flexibility in a variety of roles and responsibilities including; Opening, Servicing, Closing lending options: Auto, Secured and Unsecured, Credit Cards, Lines of Credit, Home Equity, First Mortgages. New Accounts, IRA/HSA and CD's.• Provide deposit, consumer and mortgage loan, and money management services to members all while meeting standards for Member Loyalty, observations and development plan action items for personal and professional growth.
  • Wells Fargo
    Personal Banker
    Wells Fargo May 2014 - Feb 2015
    Louisville, Colorado
    • Assist customers with all financial questions, lending applications and banking needs as well as act as point of contact for account maintenance.• Determine products best suited to customers based on needs and financial goals; refer qualified customers to inter-company organizations such as Mortgage, Student Loans, Wealth Management and Business Banking.
  • Wells Fargo
    Bank Teller
    Wells Fargo Nov 2013 - May 2014
    Broomfield, Co
    • Processed financial transactions for customers; maintained and balanced a cash drawer.• Marketed services to benefit current customers and secure new customers.• Analyzed individual and joint portfolios to determine products to help customers reach financial goals.
  • Peak Incorporated
    Account Manager
    Peak Incorporated Aug 2013 - Nov 2013
    Gained experience in interviewing, recruiting, and leading new staff. As for the client, CenturyLink: Acquired new and long lasting costumers while working to retain current costumers by being personable, charismatic, honest and reliable.
  • Jocks Nitch Sporting Goods
    Sales Associate
    Jocks Nitch Sporting Goods Sep 2012 - May 2013
    Coordinated with coaches and teams on uniform design and order, created invoices using Excel and RCS software. Processed transactions and shipped inventory inside and outside store locations also assisted guests with questions regarding merchandise.
  • Junior Athletics Of The Midwest
    Gym Manager/ Junior Camp Counselor
    Junior Athletics Of The Midwest Sep 2004 - May 2013
    Coordinated activities for 20+ sites and assigned employees to oversee each location. Managed officials, teams, parents and fans while communicating and problem solving any potential issues, to resolve them in a timely matter.

Xavier Lewis Skills

Customer Service Microsoft Office Public Speaking Budgets Research Sales Microsoft Excel Leadership English Time Management Problem Solving Recruiting Management Financial Analysis Coaching

Xavier Lewis Education Details

Frequently Asked Questions about Xavier Lewis

What company does Xavier Lewis work for?

Xavier Lewis works for Lotus Group Advisors

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

Xavier Lewis's current role is Financial Planner.

What is Xavier Lewis's email address?

Xavier Lewis's email address is xl****@****ail.com

What is Xavier Lewis's direct phone number?

Xavier Lewis's direct phone number is +172040*****

What schools did Xavier Lewis attend?

Xavier Lewis attended Washburn University, Washburn University.

What skills is Xavier Lewis known for?

Xavier Lewis has skills like Customer Service, Microsoft Office, Public Speaking, Budgets, Research, Sales, Microsoft Excel, Leadership, English, Time Management, Problem Solving, Recruiting.

Who are Xavier Lewis's colleagues?

Xavier Lewis's colleagues are Ken Schwallie, Andrew Watanabe, Wade Frisbie, Kendrick Nguyen, Darriett Johnson, Debra Stolz, Chad Wiegand.

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