Marcus Lewis Location
Memphis, TN, US
Marcus Lewis Work
- 2023 - now Chief Administrative Officer @ Rooted Investments, LLC
- 2018 - now Chief Administrative Officer @ Path Company
- 2007 - 2018 Senior Vice President @ Diversified Trust
- 2004 - 2007 Vice President @ Stephens
- 2003 - 2004 Financial Analyst @ RBC Wealth Management
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
- Financial Planning
- Asset Management
- Estate Planning
- Fixed Income
- Investment Banking
- Trust Services
- Strategic Financial Planning
- Asset Managment
- Financial Services
- Banking
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 Financial Planning, Asset Management, Estate Planning, Fixed Income, Investment Banking and more. Marcus Lewis has 1 emails and 1 mobile phone numbers on RocketReach.
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