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Jason Lewis

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Jason Lewis

Executive DIrector, Head of Service & Support | Atria Wealth Solutions

San Diego, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jason Lewis

Work Experience

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Executive DIrector, Head of Service & Support at

Atria Wealth Solutions

March 2023 - Present

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Executive Director, Co-Head of Operations at

Atria Wealth Solutions

December 2019 - March 2023

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Consultant at

Atria Wealth Solutions

July 2019 - December 2019

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Vice President of Operations/Complex Business Service Officer at

Morgan Stanley

January 2017 - November 2018

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Business Service Manager, VP at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2013 - December 2016

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Complex Service Manager, AVP at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2011 - January 2013

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Registered Client Service Associate at

Morgan Stanley

November 2006 - January 2011

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Financial Advisor at

Ameriprise Financial Services, LLC

March 2006 - October 2006

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Produce Journeyman at

Metropolitan Market

April 2000 - January 2006

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Jason Lewis

Education

Arizona State University, Ba

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

mail

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

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

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Guruprasad Sreedhar

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