Family Office Consultant @ . (June 2015 - August 2015)
Senior Associate, Wealth Management @ (December 2008 - April 2015)
Advisor @ The Redwoods Initiative (November 2013 - March 2014)
Project Manager @ (June 2006 - November 2008)
Project Manager @ MKDG (January 2003 - June 2006)
Michael Lewis Education
University of California, Berkeley
Personal Financial Planning
2008-2009
University of California, San Diego
B.A. (Literature)
1992-1997
Michael Lewis Skills
Business Development
Business Strategy
Financial Modeling
Financial Planning
Software Development
Software Project Management
Venture Financing
Wealth Management
Software Project
Project Management
Public Speaking
Community Outreach
Project Planning
Michael Lewis Summary
Michael Lewis, based in California, United States, is currently a Principal, Managing Director of Wealth Strategies at Vernal Point Advisors. Michael Lewis brings experience from previous roles at Emerson Equity LLC, Member FINRA/SIPC, Gordian Investments, LLC, . and Aspiriant. Michael Lewis holds a 2008 - 2009 Personal Financial Planning @ University of California, Berkeley. With a robust skill set that includes Business Development, Business Strategy, Financial Modeling, Financial Planning, Software Development and more. Michael Lewis has 4 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Michael Lewis?
Find contact details for 700 million professionals.