Crystal Lewis

Crystal Lewis: Email & Phone Number

Opt-Out
Director of Advisor Operations and Strategic Initiatives at Confidential Company|Tampa, Florida, United States

Position:

Director of Advisor Operations and Strategic Initiatives at Confidential Company

Location:

Tampa, Florida, United States

LinkedIn
View Crystal Lewis's Email
Up to 10 free lookups. No credit card required.
Last updated: 2026-09-18
Updated: 2026-09-18

Found email addresses for Crystal Lewis:

Business emails:

Found phone for Crystal Lewis:

Searching for Crystal Lewis profiles
0% completed

A different Crystal Lewis?

Sign up to search for other Crystal Lewis's across our 900M+ professionals database

Work Experience 27 years

Director of Advisor Operations and Strategic Initiatives at Confidential Company

Jan 2021 - Current

Financial Planning & Client Relationship Manager at Sandy Morris Financial Services (RIA)

Jan 2017 - Jan 2019

Financial Planning Specialist | Partner to SVP at Morgan Stanley

Jan 2009 - Jan 2015

Financial Specialist to Owner at Retirement Strategies, Inc. (RIA)

Jan 2008 - Jan 2009

Branch Manager's Financial Specialist at Wells Fargo Advisors

Jan 2004 - Feb 2008

Financial Sales Representative at Bank of Hawaii / Bankoh Investment Services

Jan 2002 - Jan 2004

Licensed Operations Manager at Mission Securities, Inc.

Jan 1999 - Jan 2001

Crystal Lewis started working in 1999, then the employee has changed 6 companies and 6 jobs. On average, Crystal Lewis works for one company for 3 years 3 months.

Their professional focus is Advisor Operations, Business Development, and Change Management across 3 core areas.

Education

Bachelor's Degree at American InterContinental University

CRPC® — Chartered Retirement Planning Counselor at College for Financial Planning

Series 65 — Investment Adviser Representative at FINRA (MQP)

Series 7 — General Securities Representative at FINRA (MQP)

Florida 2-15 — Life, Health & Variable Annuity at Florida Department of Financial Services

World-Class Service Program Graduate at Morgan Stanley

Crystal Lewis Namesakes

Name
Company
Position
Crystal Lewis
Sr Imaging Rep
Get contacts
Crystal Lewis
FDA
RN
Get contacts
Crystal Lewis
Administrative Specialist
Get contacts
See more profiles

Other employees at Confidential Company

Name
Company
Position
Amber Asaro
AI Model Training & Quality Assurance Consultant
Get contacts
Youssef EL KHADDIWI
Senior Microsoft Consultant
Get contacts
Judy Mae Iso
Assistant Market Center Administrator
Get contacts
Edelmiro
Regional Program Officer
Get contacts
Kristel
Sales Marketing Manager
Get contacts
Chaimaa Chaoura
Data Analyst
Get contacts
Ashley Gilardi
Executive Assistant
Get contacts
See more profiles

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP