Michael Lewis Email & Phone Number
Principal, Managing Director of Wealth Strategies @ Vernal Point Advisors
Michael Lewis Location
California, United States
Michael Lewis Work
- 2015 - now Principal, Managing Director of Wealth Strategies @ Vernal Point Advisors
- 2022 - now Registered Representative @ Emerson Equity LLC, Member FINRA/SIPC
- 2015 - 2020 Registered Representative @ Gordian Investments, LLC
- 2015 - 2015 Family Office Consultant @ .
- 2008 - 2015 Senior Associate, Wealth Management @ Aspiriant
- 2013 - 2014 Advisor @ The Redwoods Initiative
- 2006 - 2008 Project Manager @ Smith Novelty Company
- 2003 - 2006 Project Manager @ MKDG
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
- Financial Modeling
- Software Project
- Business Strategy
- Project Management
- Wealth Management
- Financial Planning
- Public Speaking
- Venture Financing
- Software Development
- Community Outreach
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 University of California, Berkeley. With a robust skill set that includes Financial Modeling, Software Project, Business Strategy, Project Management, Wealth Management and more. Michael Lewis has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Vernal Point Advisors Employees
-
Liz Wu
Managing Director at Vernal Point Advisors
San Francisco, CA, US24 -
Michael Lewis
Principal, Managing Director of Wealth Strategies at Vernal Point Advisors
California, United States45 -
21
-
Yvonne Yip
Financial Operations Associate at Vernal Point Advisors
San Francisco, CA, US24 -
Leslie Horgan
Director of Financial Operations at Vernal Point Advisors
San Francisco, CA, US23 -
Ali Irfan
Associate Director of Operations at Vernal Point Advisors
Richmond, TX, US1 -
Anthony Baird
Transportation at Vernal Point Advisors
South San Francisco, CA, US22
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