Josh Lewis Email & Phone Number
Head of Structured Products @ Barnabas Capital, LLC
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Josh Lewis Location
- Charlotte, NC, US
Josh Lewis Work
- 2021 -now Head of Structured Products @
- 2013 -2021 Senior Structured Investments Trader @
- 2009 -2013 Corporate Bond Trader @
- 2007 -2009 Fixed Income Trading Assistant @
Josh Lewis Education
- University of North Georgia
Finance (Financial Derivatives, Economics)
2002-2007 - University of North Georgia
Accounting, Finance
2002-2007
Josh Lewis Skills
- Series 63
- Bonds
- Fixed Income
- Retirement Planning
- Sales
- Investments
- Bloomberg
- Investment Advisory
- Asset Allocation
- Government Bonds
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Risk Management
- Financial Analysis
- Uniform Combined State
- Strategic Financial
- Trading
- Municipal Bonds
- Easily Adaptable
- Series 7
- Technological Innovation
- Securities
- Financial Markets
Josh Lewis Summary
- Josh Lewis, based in Charlotte, NC, US, is currently a Head of Structured Products at Barnabas Capital, LLC. Josh Lewis brings experience from previous roles at LPL Financial. Josh Lewis holds a 2002 - 2007 Finance in Financial Derivatives, Economics @ University of North Georgia. With a robust skill set that includes Series 63, Bonds, Fixed Income, Retirement Planning, Sales and more. Josh Lewis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Barnabas Capital, LLC Employees
Josh Lewis
Head of Structured Products
Charlotte, NC, US
Joe Lee
Head of Sales and Distribution
Philadelphia, PA, US
Brendan Robinson
Vice President of Sales
Charlotte, NC, US
Nathan Bowers
Vice President of Sales - Variable Life Insurance
Cornelius, NC, US
Blake Dobson
Senior Vice President of Marketing
Temecula, CA, US
Joseph Powell
President
Charlotte, NC, US
Michele Johnston
SVP Operations and Strategic Partnerships
Mission Viejo, CA, US
David Neiman
Vice President
Fort Lauderdale, FL, US
Cooper Creech
Vice President of Sales
Charlotte, NC, US
Matt Tornberg
Senior Operations Analyst
Charlotte, NC, US
Brian Enriquez
VP of Sales, Structured Products
Huntersville, NC, US
Cole Pellicano
Vice President: Mid-Atlantic Region
Annapolis, MD, US
Owen Flynn
Business Development Specialist
Charlotte, NC, US
Sierah McGregor
Executive Assistant
Lincoln, KS, US
Rebecca Braswell
AVP Sales Enablement and Marketing
Charlotte, NC, US
Holden Cobb
Internal Wholesaler
Charlotte, NC, US
Nick Owens
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