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E. Lewis Location
New York, NY, US
E. Lewis Work
Financial Services Professional @ (July 1995 - Present)
Insurance Agent @ (July 1993 - Present)
Marketing Assistant @ (February 1988 - February 1993)
Food Service Supervisor @ (January 1985 - January 1988)
E. Lewis Education
Saint John's University - Peter J. Tobin College of Business 1987-1992
E. Lewis Skills
401k Rollovers
Annuity Sales
Asset Protection
Education Funding Strategies
Estate Planning
Financial Services
IRA Rollovers
Investments
Licensed in Long Term Care Insurance
Life Insurance
Life Insurance Strategies
Personal Finance
Relationship Management
Retirement Planning
Risk Management
Sales
Small Business
Social Media Marketing
Supplements to Employee Benefits
Term Life Insurance
Wealth Preservation Planning
Wealth Transfer Strategies
Financial Advisory
Series 63
Variable Life
Social Media
Financial Planners
Fixed Annuities
Guaranteed Lifetime
Business
Insurance
Permanent Life Insurance
Portfolio Management
IRAs
Financial Risk
Variable Annuities
Finance
Series 6
401k
Asset Allocation
Investment Advisory
Roth IRA
Wealth Management
Mutual Funds
Underwriting
Universal Life
FINRA
Microsoft Office
Microsoft Word
Wealth Accumulation
College Savings Plans
Asset Management
Key Person Insurance
Marketing
Time Management
Long Term Care
Disability Insurance
Financial Analysis
Long Term Care Insurance
Management
General Insurance
Strategic Financial
Health Insurance
Retirement
Analysis
Employee Benefits
529 Plans
Key Person Protection
Whole Life
Team Building
Digital Marketing
E. Lewis Summary
E. Lewis, based in New York, NY, US, is currently a Financial Services Professional at NYLIFE Securities LLC. E. Lewis brings experience from previous roles at New York Life Insurance Company, Equitable Life and Jewish Home & Hospital. E. Lewis holds a 1987 - 1992 Saint John's University - Peter J. Tobin College of Business. With a robust skill set that includes 401k Rollovers, Annuity Sales, Asset Protection, Education Funding Strategies, Estate Planning and more. E. Lewis has 3 emails and 1 mobile phone numbers on RocketReach.
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