Senior Vice President @ (March 2007 - August 2018)
Vice President @ (May 2004 - January 2007)
Financial Analyst @ (May 2003 - April 2004)
Marcus Lewis Education
Vanderbilt University
Master Of Business Administration (Information Systems, Finance)
2001-2003
Vanderbilt University
Bachelor Of Science (Mechanical Engineering)
1993-1997
Marcus Lewis Skills
Administration
Alternative Investments
Asset Allocation
Asset Management
Asset Managment
Banking
Business Strategy
Estate Planning
Finance
Financial Analysis
Financial Planning
Financial Services
Fixed Income
Human Resources Information Systems (HRIS)
Investment Banking
Investment Management
Investments
Operations Management
Portfolio Management
Risk Management
Strategic Financial Planning
Trust Services
Wealth Management
Strategic Financial
Mechanical Engineering
Marcus Lewis Summary
Marcus Lewis, based in Memphis, TN, US, is currently a Chief Administrative Officer at Rooted Investments, LLC. Marcus Lewis brings experience from previous roles at Path Company, Diversified Trust, Stephens Inc. and RBC Dain Rauscher. Marcus Lewis holds a 2001 - 2003 Master Of Business Administration in Information Systems, Finance @ Vanderbilt University. With a robust skill set that includes Administration, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Marcus Lewis has 1 emails and 1 mobile phone numbers on RocketReach.
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