Position:
Director of Advisor Operations and Strategic Initiatives at Confidential Company
Location:
Tampa, Florida, United States
Found email addresses for Crystal Lewis:
Found phone for Crystal Lewis:
Jan 2021 - Current
Jan 2017 - Jan 2019
Jan 2009 - Jan 2015
Jan 2008 - Jan 2009
Jan 2004 - Feb 2008
Jan 2002 - Jan 2004
Jan 1999 - Jan 2001
Their professional focus is Advisor Operations, Business Development, and Change Management across 3 core areas.
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
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