Jesse Lewis Email & Phone Number
Principal Director, Strategic Account Manager @ Envestnet, Inc
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Jesse Lewis Location
- Philadelphia, PA, US
Jesse Lewis Work
- 2026 -now Principal Director, Strategic Account Manager @
- 2023 -now Advisory Board Member @
- 2025 -2026 Director, Strategic Account Executive @
- 2020 -2026 Board Member @
- 2024 -2025 Strategic Account Executive @
- 2023 -2024 SVP, Client Engagement and Partnerships @
- 2020 -2023 Head of Advisor and Enterprise Sales @ Advisor Credit Exchange
- 2019 -2020 Regional Lending Manager @ Advisor Credit Exchange
- 2016 -2019 Vice President, Business Development @
- 2015 -2017 Leadership Pathway @
- 2015 -2016 Vice President, Business Development @
- 2007 -2015 Key Account Manager @
- 2004 -2007 Business Development Associate @
- 2001 -2004 Owner @ MarkITscape Solutions
Jesse Lewis 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 Skills
- Mutual Funds
- Alternative Investments
- Portfolio Management
- Financial Services
- Retirement
- Investments
- Separately Managed Accounts
- ETFs
- Investment Advisory
- Asset Allocation
- Equities
- Securities
- Wealth Management
- Asset Management
- Managing Accounts
- Management
- Sports Coaching
- Managed Accounts
- Financial Advisory
- Relationship Management
- Securities-backed Lending
- Development
- Retirement Planning
- Business Development
- Finance
- Securities Backed Lending
- Separately Managed
Jesse Lewis Summary
- Jesse Lewis, based in Philadelphia, PA, US, is currently a Principal Director, Strategic Account Manager at Envestnet. Jesse Lewis brings experience from previous roles at Graham Media Partners, Luma Financial Technologies, Overachieve Academy and Advisor360°. 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 has 4 emails and 4 mobile phone numbers on RocketReach.
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