Michael Lewis Email & Phone Number
Principal, Managing Director of Wealth Strategies @ Vernal Point Advisors
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Michael Lewis Location
- California, United States
Michael Lewis Work
- 2015 -now Principal, Managing Director of Wealth Strategies @
- 2022 -now Registered Representative @
- 2015 -2020 Registered Representative @
- 2015 -2015 Family Office Consultant @ .
- 2008 -2015 Senior Associate, Wealth Management @
- 2013 -2014 Advisor @ The Redwoods Initiative
- 2006 -2008 Project Manager @
- 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
- Project Planning
- Software Project Management
- Business Development
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 on RocketReach.
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Michael Lewis
Principal, Managing Director of Wealth Strategies
California, United States
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