David Lewis
Sr Vice President, Financial Investment Advisor @Wealth Enhancement
Greenville, SC, US
EMAILS
d•••••@wealthenhancement.com
MOBILE NUMBERS
+18•••••••81
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WORK HISTORY
Oct 2024 — Present
Sr Vice President, Financial Investment Advisor @Wealth Enhancement
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Greenville, SC, US
EDUCATION
2002 — 2004
University of New Orleans
MBA
1991 — 1993
State University of New York at Oswego
BS
SKILLS
Financial AccountingProcess ImprovementTeam BuildingBusiness ValuationEquity ResearchEquity ValuationAnalysisExecutive ManagementStrategyValuationCash FlowMicrosoft ExcelStrategic PlanningDue DiligenceCoachingLeadershipPortfolio ManagementAccounts PayableFixed Income AnalysisAsset AllocationMutual FundsRisk ManagementRestructuringForecastingPrivate EquityFinancial ReportingMergers & AcquisitionsDerivativesFinancial AnalysisBudgetsFinanceAccountingInternal Audit
ABOUT DAVID LEWIS
A dedicated financial leader with significant professional and academic achievements and…
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