kevin lewis

kevin lewis

financial advisor

About

The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home-office professionals. I focus on helping a select group of individuals, families, and small business owners develop and implement comprehensive financial strategies. I attended Augustana College and graduated with a bachelor's degree in Economics and Finance. I hold my FINRA 7 and 66 registrations, Life Accident and Health Insurance Agent License, as well as my Long Term Care License. My branch team consists of Emily Ewing and myself. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Country

united states

City

derby

Industry

financial services

Skill

leadership, customer service, event planning, powerpoint, budgets, time management, public speaking, microsoft excel, research, facebook, public relations, training, series 7, series 66

Experience

a&a services

general consultant

a&a services

2013-10 - 2014-5 · 8 mos

* Analyzed financial reports and business processes to develop improved practices by automating tasks, controlling costs, and developing new marketing techniques * Lead staff to fully utilize system capabilities including automating purchase orders, inventory tracking, cost of goods sold management, and report generating * Implemented an improved redemption and concessions purchase order process * Reviewed financial reports to provide insight and recommendations for sales growth and cost control * Updated accounting package to increase efficiency

america's action territory

general manager's assistant

america's action territory

2007-5 - 2010-8 · 3 yrs 4 mos

* Functionally managed and performed day-to-day activities of the various areas within the park from the Front Desk to the individual attractions. Trained staff in sales, facility operations, and maintenance. * Implemented new sales techniques that resulted in higher customer satisfaction and helped increase sales by 12% from the previous year * Analyzed machine performance * Responsible for opening and closing procedures * Managed inventory for the concession and redemption merchandise helping to reduce overall cost by 7%

olds products company

accounts payable manager

olds products company

2011-12 - 2013-10 · 1 yr 11 mos

* Responsible for over $1.2 million worth of weekly payments * Maintained and improved relationships with over 600 suppliers by promoting more efficient processes (electronic invoicing and EFT/ACH payments) * Reduced the time required for the position by 60% which allowed me up to take on other tasks (helping with sales team) and eventually converted the position into a part time role * Saved the company $210,000 (increase of 15% from previous year) annually by ensuring all discounts were utilized * Developed effective policies, procedures, and systems to insure proper internal controls over accounts payable functions (PO requirements, expense report instructions, credit card policies) * Created an adequate training policy for my future successor * Prepared and reviewed accounts payable reports and ensured accuracy and timely processing * Voluntarily filled in for the label development coordinator * Responsible for the entire process of bringing new labels to market * Managed the process of bringing 20 new SKUs to the market

grainger

order support specialist

grainger

2011-7 - 2012-2 · 8 mos

* Handled over 700 past due orders on a weekly basis while enhancing supplier relationships through the use of exceptional customer service. * Managed over $12 million worth of sales orders * Participated in the implementation of a new open order management database * Used SAP to update both internal and external customers * Communicated with over 65 vendors on a weekly basis

augustana college

director's assistant- campus recreation

augustana college

2009-4 - 2011-7 · 2 yrs 4 mos

* Trained and managed a staff of 35 student workers responsible for maintaining facility operations and the planning, coordinating, and scheduling of all campus recreational activities * Scheduled and coordinated daily programs and events with staff and participants * Designed and implemented a more efficient process and system to record payroll * Organized over 40 intramural and recreational activities annually

edward jones

financial advisor

edward jones

2014-5 - Present · 12 yrs 5 mos

If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.

Education

augustana college

augustana college

economics

2007-1 - 2011-1 · 4 yrs 1 mo

GPA of 3.81 out of 4.0 Dean’s List (2007-2011) Presidential Scholarship (2007-2011) Aristeia Freshman Honors Society (2008) Harold and Louis Lage Swanson Academic Scholarship (2009-2010) John Deere Accounting Scholarship (2010) Omicron Sigma Omicron Alumni Association Endowed Scholarship (2010) Activities and Societies: Varsity Baseball (2007 – 2009) Business Club (2008-2011) Statistics Tutor (2009-2010) Omicron Sigma Omicron Fraternity – Treasurer (2010) Amateur Investor’s Club (2010-2011)

macquarie university

macquarie university

business

2010-1 - 2010-1 · 1 mo

Managed the campus registration process of 65 student groups and 12 sport teams"," * Coordinated Orientation Week through timely and efficient communication with participating groups, outside businesses and guests to the University"]

kevin lewis's Contact Information

Email

******@***.com

Phone

(**) *** ****

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