V. Lewis Email & Phone Number
Client Services Manager @ Adhesion Wealth Advisor Solutions
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V. Lewis Location
- Benicia, CA, US
V. Lewis Work
- 2024 -now Client Services Manager @
- 2018 -2024 Team Lead @
- 2011 -2024 Advisor Services Team Lead @
- 2011 -2011 Business Development Manager @
- 2006 -2009 Account Executive @ Hartford Financial Service Group
- 2002 -2006 District Manager @
- 2000 -2002 Financial Consultant @ Hartford Financial Service Group
- 2000 -2001 Customer Service and Ticket Sales Representative @
- 1998 -1999 Account Executive @ Beneficial Finance
V. Lewis Education
- University of California, Los Angeles
(Personal Financial Planning)
2008-2010 - Azusa Pacific University
BACHELOR OF SCIENCE (MARKETING)
1994-1998 - UC Berkeley
V. Lewis Skills
- Strategic Financial Planning
- Customer Service
- Recruiting
- Ticket Sales
- Retirement Planning
V. Lewis Summary
- V. Lewis, based in Benicia, CA, US, is currently a Client Services Manager at Adhesion Wealth Advisor Solutions. V. Lewis brings experience from previous roles at AssetMark, Ajilon Finance Solutions and Hartford Financial Service Group. V. Lewis holds a 2008 - 2010 University of California, Los Angeles. With a robust skill set that includes Strategic Financial Planning, Customer Service, Recruiting, Ticket Sales, Retirement Planning and more. V. Lewis has 4 emails and 1 mobile phone numbers on RocketReach.
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