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Anthony Lewis

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Anthony Lewis

Licensed Property Manager | WealthVest

Montana, Bozeman, United States

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Anthony Lewis

Summary

Anthony Lewis is a seasoned executive with extensive experience in sales operations and relationship management within the financial services sector. Currently serving as the Chief Operating Officer at WealthVest, he has a proven track record of leading teams and driving operational excellence. With a strong background in annuities and capital markets, Anthony is adept at developing innovative marketing strategies that enhance advisor performance. His educational foundation in Business Marketing and International Business from Montana State University complements his practical experience. Anthony is not only focused on achieving corporate goals but also values building a collaborative culture among financial advisors. His leadership style emphasizes mentorship and knowledge sharing, making him a respected figure in his industry. Beyond his professional pursuits, he is committed to continuous learning and staying ahead of emerging trends in the financial landscape.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Anthony Lewis

Work Experience

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Chief Operating Officer at

WealthVest

January 2025 - Present

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Anthony Lewis

Education

Montana State University, Business Marketing, International Business

January 2002 - January 2008

Frequently Asked Questions about Anthony Lewis

What is Anthony Lewis email address?

Anthony Lewis's primary email address is ******@wealthvest.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Anthony Lewis work for?

Anthony Lewis is a Licensed Property Manager at WealthVest.

Where Anthony Lewis graduated from?

Anthony Lewis holds a degree in null from Montana State University.

How can I directly contact Anthony Lewis?

To contact Anthony Lewis directly, you can use the email address ******@wealthvest.com. Complete contact information is available upon registration with Muraena.

Who is Anthony Lewis?

Anthony Lewis is a seasoned executive with extensive experience in sales operations and relationship management within the financial services sector. Currently serving as the Chief Operating Officer at WealthVest, he has a proven track record of leading teams and driving operational excellence. With a strong background in annuities and capital markets, Anthony is adept at developing innovative marketing strategies that enhance advisor performance. His educational foundation in Business Marketing and International Business from Montana State University complements his practical experience. Anthony is not only focused on achieving corporate goals but also values building a collaborative culture among financial advisors. His leadership style emphasizes mentorship and knowledge sharing, making him a respected figure in his industry. Beyond his professional pursuits, he is committed to continuous learning and staying ahead of emerging trends in the financial landscape.

Anthony`s contact details

mail

******@wealthvest.com

Colleagues

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Lincoln Collins

SVP Strategy & Development

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Matt Hamann

VP & General Manager

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Curt Ives Crpc

Regional Vice President

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Mark Andelin

Regional Vice President

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Fred Nicholas

President

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Wade Dokken

Account Executive

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Tim Layton

Responsible for new product development, pricing and sales positioning for immediate fixed annuity,

Tim Pierotti

PM and Head of Consumer Research

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