Herman Lewkowitz

Senior Vice President at First Fidelity Bank

Role
Senior Vice President at First Fidelity Bank
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Senior Vice President

    First Fidelity Bank

    Mar 2017 — Present · Phoenix, AZ, US

Education

  • University of Arizona

    BSBA, Finance & Real Estate

    1980 — 1983

  • W. P. Carey School of Business – Arizona State University

    MBA

    1994 — 1996

Skills

  • Equities
  • Investment Management
  • Wealth Management
  • Estate Planning
  • Financial Analysis
  • Asset Management
  • Real Estate
  • Commercial Lending
  • Asset Allocation
  • Mutual Funds
  • Asset Managment
  • Mergers & Acquisitions
  • Valuation
  • Due Diligence
  • High Net Worth Individuals
  • Strategic Financial Planning
  • Investments
  • Series 7
  • Retirement Planning
  • Financial Planning
  • Investment Advisory
  • Portfolio Management
  • Loans
  • Investment Strategies

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