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Jason Lewis
Jason Lewis
Executive DIrector, Head of Service & Support | Atria Wealth Solutions
San Diego, California, United States
Jason Lewis
Summary
Jason Lewis is an accomplished Executive Director at Atria Wealth Solutions, with a robust background in the financial services sector. He has a proven track record of enhancing operational efficiency and customer satisfaction in multi-site environments. His expertise spans various areas, including strategic planning, change management, and project execution. Jason is recognized for his innovative approach to service delivery and process improvement, which has significantly contributed to his organizations' growth. He holds a BA in History from Arizona State University, showcasing a diverse educational background that complements his professional experience. With over two decades in the industry, he has held multiple leadership roles at Morgan Stanley, where he developed and optimized complex operational frameworks. Jason is passionate about leadership development and empowering teams to achieve excellence.
Jason Lewis
Work Experience
Executive DIrector, Head of Service & Support at
Atria Wealth Solutions
March 2023 - Present
Executive Director, Co-Head of Operations at
Atria Wealth Solutions
December 2019 - March 2023
Consultant at
Atria Wealth Solutions
July 2019 - December 2019
Vice President of Operations/Complex Business Service Officer at
Morgan Stanley
January 2017 - November 2018
Business Service Manager, VP at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2013 - December 2016
Complex Service Manager, AVP at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2011 - January 2013
Registered Client Service Associate at
Morgan Stanley
November 2006 - January 2011
Financial Advisor at
Ameriprise Financial Services, LLC
March 2006 - October 2006
Produce Journeyman at
Metropolitan Market
April 2000 - January 2006
Jason Lewis
Education
January 2011 - January 2013
Frequently Asked Questions about Jason Lewis
What is Jason Lewis email address?
Jason Lewis's primary email address is ***********@atriawealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jason Lewis work for?
Jason Lewis is a Executive DIrector, Head of Service & Support at Atria Wealth Solutions, a company specializing in Monetary Authorities-Central Bank.
Where Jason Lewis graduated from?
Jason Lewis holds a degree in History from Arizona State University.
How can I directly contact Jason Lewis?
To contact Jason Lewis directly, you can use the email address ***********@atriawealth.com. Complete contact information is available upon registration with Muraena.
Who is Jason Lewis?
Jason Lewis is an accomplished Executive Director at Atria Wealth Solutions, with a robust background in the financial services sector. He has a proven track record of enhancing operational efficiency and customer satisfaction in multi-site environments. His expertise spans various areas, including strategic planning, change management, and project execution. Jason is recognized for his innovative approach to service delivery and process improvement, which has significantly contributed to his organizations' growth. He holds a BA in History from Arizona State University, showcasing a diverse educational background that complements his professional experience. With over two decades in the industry, he has held multiple leadership roles at Morgan Stanley, where he developed and optimized complex operational frameworks. Jason is passionate about leadership development and empowering teams to achieve excellence.
Jason`s contact details
***********@atriawealth.com
***********@morganstanley.com
Colleagues
Vice President, Human Resources (Talent, Culture, HRBPs)
Head of Digital Marketing
Executive Director, Head Of Application Development
Vice President, Project Management
Chief Operating Officer and Founding Partner, Atria Wealth Solutions
Executive Director
Chief Growth Officer and Founding Partner, Atria Wealth Solutions
Executive Director, Head of Marketing Communications
Co-Head Financial Institution Channel
Technical Lead, VP