Jesse Lewis's Location
Philadelphia, PA, US
Jesse Lewis's Work
- Advisory Board Member @ Graham Media Partners
- SVP, Client Engagement and Partnerships @ UPTIQ
- Board Member @ Overachieve Academy
- Head of Advisor and Enterprise Sales @ Advisor Credit Exchange
- Regional Lending Manager @ Advisor Credit Exchange
- Vice President, Business Development @ Wealthcare
- Leadership Pathway @ Money Management Institute
- Vice President, Business Development @ The Bancorp
- Key Account Manager @ Pershing, a BNY Mellon company
- Business Development Associate @ BNY Mellon
Jesse Lewis's Education
- Carnegie Mellon University - Heinz College of Information Systems and Public Policy
Certification, Innovation
2013 - 2013 - East Stroudsburg University of Pennsylvania
BS (Media Communications & Technology)
1999 - 2003
Jesse Lewis's Skills
- Mutual Funds
- Alternative Investments
- Portfolio Management
- Financial Services
- Retirement
- Investments
- Separately Managed Accounts
- ETFs
- Investment Advisory
- Asset Allocation
Jesse Lewis's Summary
Jesse Lewis, based in Philadelphia, PA, US, is currently a Advisory Board Member at Graham Media Partners, bringing experience from previous roles at UPTIQ, Overachieve Academy and Advisor Credit Exchange. Jesse Lewis holds a 2013 - 2013 Certification, Innovation @ Carnegie Mellon University - Heinz College of Information Systems and Public Policy. With a robust skill set that includes Mutual Funds, Alternative Investments, Portfolio Management, Financial Services, Retirement and more, Jesse Lewis contributes valuable insights to the industry. Jesse Lewis has 2 emails and 1 mobile phone number on RocketReach.
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