David Lewis
Owner, Lewis Asset Management
- Role
- Owner at Lewis Asset Management Llc
- Location
- Lafayette, CA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Owner
Apr 2007 — Present · CA
Skills
- Finance
- Portfolio Management
- Strategic Financial Planning
- Asset Managment
- Asset Management
- Financial Planning
- Asset Allocation
- Investments
- Financial Advisory
- Securities
- Mutual Funds
- Investment Strategies
- Investment Advisory
- Alternative Investments
- Retirement Planning
- Wealth Management
- Financial Services
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