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Dan Lewis Location
Charlotte, NC, US
Dan Lewis Work
2025 -now Head of Network @
2022 -2025 Senior Vice President - Head of Exclusive Agent Operations @
2021 -2022 Senior Vice President - Head of Agency Advancement @
2017 -2021 Senior Vice President Distribution - Head of Agency Development @
2014 -2017 Vice President - Head of Territory @
2013 -2014 Head of Sales - East Territory @
2011 -2012 State Executive Director - Ohio @
2010 -2010 Pacific Zone Agencies Manager @
2007 -2010 Division Manager @
2005 -2007 Colorado Life Representative @
2003 -2005 Annuity Specialist @
1998 -2001 Platinum Broker @
Dan Lewis Education
Regis University
BS (Finance)
Dan Lewis Skills
Annuities
Insurance
Financial Planning
Investments
Series 7
Life Insurance
Series 63
Term Life Insurance
Disability Insurance
Retirement
Retirement Planning
Financial Services
Mutual Funds
Securities
Property
Commercial Insurance
IRAs
Workers Compensation
Finance
Credit
Umbrella Insurance
Banking
Whole Life
General Insurance
Casualty
FINRA
Universal Life
Health Insurance
Series 6
Fixed Annuities
Underwriting
Strategic Financial Planning
Motorcycle
Property & Casualty Insurance
Long-term Care
Homeowners
Legal Liability
Comedian
Sales Management
Strategic Leadership
Casualty Insurance
Property
Property and Casualty Insurance
Sales
Long Term Care
Microsoft Excel
Public Speaking
Dan Lewis Summary
Dan Lewis, based in Charlotte, NC, US, is currently a Head of Network at Brightway Insurance. Dan Lewis brings experience from previous roles at Farmers Insurance. Dan Lewis holds a BS in Finance @ Regis University. With a robust skill set that includes Annuities, Insurance, Financial Planning, Investments, Series 7 and more. Dan Lewis has 4 emails and 4 mobile phone numbers on RocketReach.
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