manager of operations at first citizens investor services inc @ FIRST CITIZENS INVESTOR SERVICES, INC.
Chelmsford, Essex, United Kingdom
Evan Lewis
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Purdue University Fort Wayne
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FlashIntel GPTEvan Lewis is a Brokerage Business Analyst with First Citizens Investor Services, Inc. He has over 10 years of experience in the industry. Evan is responsible for implementing and rollout business improvement projects and initiatives. He also has experience in customer service with a large insurance company and as a registered representative with an independent broker/dealer. Evan has worked as a Brokerage Operations Team Lead at FIRST CITIZENS INVESTOR SERVICES, INC. and Lincoln Financial Group. He has also held positions at Investment Centers of America and First Citizens Bank.
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About
I am currently a Brokerage Business Analyst with First Citizens Investor Services, Inc. As part of my role, I play a key part in the implementation and rollout of business improvement projects and initiatives. I also have experience in customer service with a large insurance company and as a registered representative with an independent broker/dealer.
Work Experience
manager of operations at first citizens investor services inc
Brokerage Operations Team Lead
Evan Lewis's Professional Milestones
- Brokerage Operations Team Lead: Implemented streamlined processes enhancing efficiency and accuracy across all team members.
- Brokerage Operations Team Lead (2017-04-01~2021-04-01): Streamlined financial process processes, improving accuracy and efficiency across the organization.
Education
Organizational Leadership
2008-2013Certification
Colleagues
Alice Jenkins
assistant vice president-financial sales manager at first citizens bank & first citizens investor services
Katie Tollison
financial sales manager ii - first citizens bank - assistant vice president
Efren Vintimilla
registered representative at first citizens investor services inc
Tripper Parham
Financial Consultant
Gregory Risinger, CFP(R)
Senior Vice President Financial Consultant
Other Named Evan Lewis
Frequently asked questions
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Evan Lewis's social media include: Linkedin,
Evan Lewis works for FIRST CITIZENS INVESTOR SERVICES, INC.
Evan Lewis's role in FIRST CITIZENS INVESTOR SERVICES, INC. is manager of operations at first citizens investor services inc
Evan Lewis's colleagues are Alice Jenkins,Katie Tollison,Efren Vintimilla
Evan Lewis's latest job experience is manager of operations at first citizens investor services inc at FIRST CITIZENS INVESTOR SERVICES, INC.
Evan Lewis's latest education in Purdue University Fort Wayne
