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
- Principal Director, Strategic Account Manager @ (April 2026 - Present)
- Advisory Board Member @ (October 2023 - July 2026)
- Director, Strategic Account Executive @ (July 2025 - April 2026)
- Board Member @ Overachieve Academy (July 2020 - April 2026)
- Strategic Account Executive @ (May 2024 - July 2025)
- SVP, Client Engagement and Partnerships @ (June 2023 - March 2024)
- Head of Advisor and Enterprise Sales @ Advisor Credit Exchange (September 2020 - June 2023)
- Regional Lending Manager @ Advisor Credit Exchange (July 2019 - September 2020)
- Vice President, Business Development @ (November 2016 - June 2019)
- Leadership Pathway @ (January 2015 - January 2017)
- Vice President, Business Development @ (May 2015 - September 2016)
- Key Account Manager @ (January 2007 - May 2015)
- Business Development Associate @ (November 2004 - January 2007)
- Owner @ MarkITscape Solutions (January 2001 - January 2004)
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
- Asset Based Lending
- Credit
- Finance
- Investment Advisory Services
- Key Client Relationships
- Retirement Planning
- Securities-backed Lending
- Wealth Management Services
- Development
- Business Development
- 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 in 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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