Xavier Lewis Email & Phone Number
@trilogyfs.com
1 phone found area 720
LinkedIn matched
Who is Xavier Lewis? Overview
A concise factual answer block for searchers comparing this professional profile.
Xavier Lewis is listed as Financial Planner at Lotus Group Advisors, a with 170 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at trilogyfs.com, phone signal with area code 720, and a matched LinkedIn profile for Xavier Lewis.
Xavier Lewis previously worked as Wealth Advisor at Trilogy Financial and Associate Financial Advisor at Trilogy Financial. Xavier Lewis holds Bachelor'S Degree, Finance from Washburn University.
Email format at Lotus Group Advisors
This section adds company-level context without repeating Xavier Lewis's masked contact details.
AeroLeads found 1 current-domain work email signal for Xavier Lewis. Compare company email patterns before reaching out.
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.
Listed skills include Customer Service, Microsoft Office, Public Speaking, Budgets, and 11 others.
Xavier Lewis's current company
Company context helps verify the profile and gives searchers a useful next step.
Xavier Lewis work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Associate Financial Advisor
Current
Member Advocate
• 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.
Personal Banker
• 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.
Bank Teller
• 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.
Account Manager
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.
Sales Associate
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.
Gym Manager/ Junior Camp Counselor
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.
Colleagues at Lotus Group Advisors
Other employees you can reach at trilogyfs.com. View company contacts for 170 employees →
Liz Mothershed
Colleague at Lotus Group AdvisorsIrvine, California, United States
View →
KR
Kimberly Rodriguez
Colleague at Lotus Group AdvisorsSanta Ana, California, United States
View →
DD
Daniel Delarosa
Colleague at Lotus Group AdvisorsLos Angeles Metropolitan Area, United States
View →
SB
Scott Brown
Colleague at Lotus Group AdvisorsNaperville, Illinois, United States
View →
AW
Andrew Watanabe
Colleague at Lotus Group AdvisorsOrange County, California, United States
View →
JE
Joseph E. Roessler
Colleague at Lotus Group AdvisorsCorona, California, United States
View →
EK
Emily Kimball
Colleague at Lotus Group AdvisorsBoulder, Colorado, United States
View →
LM
Larry Mayone
Colleague at Lotus Group AdvisorsShrewsbury, Massachusetts, United States
View →
GK
Gary Klein
Colleague at Lotus Group AdvisorsHayward, California, United States
View →
PS
Pamela Stuber
Colleague at Lotus Group AdvisorsDana Point, California, United States
View →
Xavier Lewis education
Bachelor'S Degree, Finance
Business, Management, Finance
Frequently asked questions about Xavier Lewis
Quick answers generated from the profile data available on this page.
What company does Xavier Lewis work for?
Xavier Lewis works for Lotus Group Advisors.
What is Xavier Lewis's role at Lotus Group Advisors?
Xavier Lewis is listed as Financial Planner at Lotus Group Advisors.
What is Xavier Lewis's email address?
AeroLeads has found 1 work email signal at @trilogyfs.com for Xavier Lewis at Lotus Group Advisors.
What is Xavier Lewis's phone number?
AeroLeads has found 1 phone signal(s) with area code 720 for Xavier Lewis at Lotus Group Advisors.
Where is Xavier Lewis based?
Xavier Lewis is based in Denver, Colorado, United States while working with Lotus Group Advisors.
What companies has Xavier Lewis worked for?
Xavier Lewis has worked for Lotus Group Advisors, Trilogy Financial, Credit Union Of Colorado, Wells Fargo, and Peak Incorporated.
Who are Xavier Lewis's colleagues at Lotus Group Advisors?
Xavier Lewis's colleagues at Lotus Group Advisors include Liz Mothershed, Kimberly Rodriguez, Daniel Delarosa, Scott Brown, and Andrew Watanabe.
How can I contact Xavier Lewis?
You can use AeroLeads to view verified contact signals for Xavier Lewis at Lotus Group Advisors, including work email, phone, and LinkedIn data when available.
What schools did Xavier Lewis attend?
Xavier Lewis holds Bachelor'S Degree, Finance from Washburn University.
What skills is Xavier Lewis known for?
Xavier Lewis is listed with skills including Customer Service, Microsoft Office, Public Speaking, Budgets, Research, Sales, Microsoft Excel, and Leadership.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Xavier Lewis you were looking for.
View similar profiles