Ed Lewandowski Email & Phone Number
West Regional RIA Director, Midland Advisory @ Midland National Life Insurance Company
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Ed Lewandowski Location
- Irvine, CA, US
Ed Lewandowski Work
- West Regional RIA Director, Midland Advisory @ (July 2023 - Present)
- Chief Revenue Officer (CRO) @ (July 2021 - April 2022)
- Managing Partner @ (April 2019 - June 2020)
- Vice President, RIA @ (April 2014 - October 2018)
- Regional Director -- RIA Division @ (February 2012 - April 2014)
- Director -- Western US Distribution @ Credit Suisse Group (February 2005 - September 2011)
- Senior Vice President, Senior Regional Marketing Director @ (January 1992 - January 2004)
- Sales Director @ (April 1989 - April 1992)
Ed Lewandowski Education
- California State University-Long Beach - College of Business
MBA (Finance)
1987-1989 - Rensselaer Polytechnic Institute
B.S (Industrial and Management Engineering)
1982-1986
Ed Lewandowski Skills
- Marketing
- Certified Financial Planner
- Business Planning
- Early-stage Startups
- Distribution
- FinTech
- Strategic Partnerships
- Market Planning
- Financial Advisory
- Direct Sales
- Alternative Investments
- Mutual Funds
- Asset Management
- Structured Products
- Series 7
- Series 63
- Investments
- ETFs
- Separately Managed Accounts
- Hedge Funds
- Portfolio Management
- Financial Planning
- Relationship Management
- Fixed Income
- Private Equity
- Retirement Planning
- Private Banking
- Commodity
- Asset Allocation
- Public Speaking
- Start-ups
- Business Development
- Wealth Management
- Financial Services
- Investment Advisory
- Investment Strategies
- Finance
- Marketing Strategy
- Sales Processes
- RIAs
- Sales Management
- Strategic Marketing
- Sales
- Private Wealth Management
Ed Lewandowski Summary
- Ed Lewandowski, based in Irvine, CA, US, is currently a West Regional RIA Director, Midland Advisory at Midland National Life Insurance Company. Ed Lewandowski brings experience from previous roles at Wealthramp, EveryIncome, FS Investments and Invesco Ltd.. Ed Lewandowski holds a 1987 - 1989 MBA in Finance @ California State University-Long Beach - College of Business. With a robust skill set that includes Marketing, Certified Financial Planner, Business Planning, Early-stage Startups, Distribution and more. Ed Lewandowski has 2 emails and 4 mobile phone numbers on RocketReach.
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