Nancy Lewis Email & Phone Number
401k Relationship Manager and Managing Director @ Fidelity Investments
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Nancy Lewis Location
- Roanoke, TX, US
Nancy Lewis Work
- 2010 -now 401k Relationship Manager and Managing Director @
- 2008 -2010 Financial Advisor Trainee @
- 2005 -2008 Financial Advisor Trainee and Senior Registered Client Service Associate @ Morgan Stanley Investments
Nancy Lewis Education
- Texas A&M University
Bachelor of Education (BEd) (Elementary Education and Teaching)
- Texas A & M University, College Station, Texas
BS EDCI (Curriculum, and Instruction (EDCI); an emphasis in Mathematics and)
Nancy Lewis Skills
- Investments
- Management
- Financial Services
- Series 7
- Customer Service
- Retirement Planning
- Banking
- Marketing
- Series 63
- Portfolio Management
- Asset Management
- Strategic Financial Planning
- Leadership
- Insurance
- Mutual Funds
- Project Management
- Finance
- Wealth Management
Nancy Lewis Summary
- Nancy Lewis, based in Roanoke, TX, US, is currently a 401k Relationship Manager and Managing Director at Fidelity Investments. Nancy Lewis brings experience from previous roles at UBS Financial Services and Morgan Stanley Investments. Nancy Lewis holds a Bachelor of Education (BEd) in Elementary Education and Teaching @ Texas A&M University. With a robust skill set that includes Investments, Management, Financial Services, Series 7, Customer Service and more. Nancy Lewis has 1 emails and 2 mobile phone numbers on RocketReach.
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