Drew Lyon Email & Phone Number
Branch Manager @ Wells Fargo Advisors
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Drew Lyon Location
- Walnut Creek, CA, US
Drew Lyon Work
- Branch Manager @ (March 2025 - Present)
- Branch Network Director @ (April 2022 - March 2025)
- Senior Vice President - Branch Manager @ (February 2015 - May 2022)
- Director and Complex Manager @ (January 2012 - January 2014)
- Associate Director and Associate to the Market Executive @ (July 2010 - September 2010)
- Managing Director @ (February 2004 - July 2010)
- Branch Manager @ (March 1998 - February 2004)
- Assistant Branch Manager @ (March 1996 - March 1998)
- National Training Officer @ (October 1994 - March 1996)
- Financial Advisor @ (May 1990 - October 1994)
Drew Lyon Education
- DePauw University
Bachelors Degree (Communications)
1982-1986
Drew Lyon Skills
- Marketing
- Project Management
- Microsoft Excel
- Business Development
- Social Media
- Customer Service
- Financial Advisory
- Investments
- Relationship Management
- Stock Analysis
- Risk Management
- Public Speaking
- Stocks
- Retirement Savings
- Wealth Preservation Planning
- Strategic Planning
- Business Succession Planning
- Financial Analysis
- Financial Services
- Investment Planning
Drew Lyon Summary
- Drew Lyon, based in Walnut Creek, CA, US, is currently a Branch Manager at Wells Fargo Advisors. Drew Lyon brings experience from previous roles at RBC Wealth Management, Wells Fargo Advisors and Merrill Lynch. Drew Lyon holds a 1982 - 1986 Bachelors Degree in Communications @ DePauw University. With a robust skill set that includes Marketing, Project Management, Microsoft Excel, Business Development, Social Media and more. Drew Lyon has 3 emails and 2 mobile phone numbers on RocketReach.
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