Drew Lyon Location
- Walnut Creek, CA, US
Drew Lyon Work
- 2025 -now Branch Manager @
- 2022 -2025 Branch Network Director @
- 2015 -2022 Senior Vice President - Branch Manager @
- 2012 -2014 Director and Complex Manager @
- 2010 -2010 Associate Director and Associate to the Market Executive @
- 2004 -2010 Managing Director @
- 1998 -2004 Branch Manager @
- 1996 -1998 Assistant Branch Manager @
- 1994 -1996 National Training Officer @
- 1990 -1994 Financial Advisor @
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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