Dynamic Portfolio Strategist@ U.S. Bank
Rock, Arkansas, United States
Courtney Lewis
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University of Central Arkansas
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FlashIntel GPTCourtney Lewis is a highly experienced professional with 25.8 years of work experience in finance, customer service, banking, and management. She has a strong background in credit, financial analysis, sales, leadership, and asset allocation. Courtney has held various positions in reputable organizations such as The Bank of Tampa, Bank OZK, Charles Schwab, U.S. Bank, and U.S. Bancorp Investments, Inc. She is skilled in team building, operations management, internal audit, recruiting, and HR policies. Courtney is based in the United States and holds professional licenses in Series 7 Series 66.
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About
Professional Licenses held: Series 7 Series 66
Work Experience
Dynamic Portfolio Strategist
Assistant Branch Manager
Personal Banker
Financial Specialist
Trainer
Operations Specialist
Teller
Banking
Courtney Lewis's Professional Milestones
- Operations Specialist (2003-01-01~2003-01-01): Streamlined production processes, resulting in increased efficiency and cost savings.
- Assistant Branch Manager (2007-01-01~2007-01-01): Streamlined operations and increased performance, optimizing efficiency and maintaining a high level of customer satisfaction.
Education
Business Administration
1998-2003Skill
Finance
Customer Service
Banking
Management
Credit
Financial Analysis
Sales
Leadership
Asset Allocation
Financial Planning
Account Management
Money Management
Market Analysis
Sales Management
Team Building
Hold Series 7
Operations Management
Internal Audit
Recruiting
Hr Policies
Certification
Colleagues
Other Named Courtney Lewis
Frequently asked questions
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Courtney Lewis works for U.S. Bank
Courtney Lewis's role in U.S. Bank is Dynamic Portfolio Strategist
Courtney Lewis works in the industry of Banking
Courtney Lewis's colleagues are Chris Dadswell,Sam Lea,Georgia Norman
Courtney Lewis's latest job experience is Dynamic Portfolio Strategist at U.S. Bank
Courtney Lewis's latest education in University of Central Arkansas
