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
- Client Services Manager @ (January 2024 - Present)
- Team Lead @ (December 2018 - January 2024)
- Advisor Services Team Lead @ (September 2011 - January 2024)
- Business Development Manager @ (February 2011 - June 2011)
- Account Executive @ Hartford Financial Service Group (August 2006 - October 2009)
- District Manager @ (August 2002 - October 2006)
- Financial Consultant @ Hartford Financial Service Group (December 2000 - August 2002)
- Customer Service and Ticket Sales Representative @ (February 2000 - April 2001)
- Account Executive @ Beneficial Finance (October 1998 - November 1999)
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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