Brian A. Lewis

Vice President, Associate Director, Sr Manager - Wealth Hub @Charles River Development

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2019 — Present

Vice President, Associate Director, Sr Manager - Wealth Hub @Charles River Development

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Primary liaison for Asset Managers and Service Bureaus partnering with the Charles River Wealth Hub. Responsible for overall relationship management, contracting, on-boarding, training, testing and deployment of managed account solutions for wealth management organizations within Banks, Trust Companies, Independent & Regional Broker/Dealers and Wirehouses.

ABOUT BRIAN A. LEWIS

Proven senior executive with extensive knowledge of equity, fixed income, alternative…

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