Jason Lewis

Vice President Risk Management & Operations @LPL Financial

San Diego, CA, US
MOBILE NUMBERS
+18•••••••90

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WORK HISTORY

Jul 2025 — Present

Vice President Risk Management & Operations @LPL Financial

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San Diego, CA, US

EDUCATION

2011 — 2013

Arizona State University

BA, History

SKILLS

Uniform Combined State LawRetirement PlanningFinraSeries 7EquitiesFinanceSecuritiesFinancial ServicesInvestmentsAsset AllocationMutual FundsSeries 63Wealth Management

ABOUT JASON LEWIS

Experienced and dedicated business professional, well-versed in managing enterprise-scale, high volume call center and branch operations within the financial service industry. Proven ability to streamline operations, create new IT processes to improve throughput and manage logistics for a multi-site operations business unit within one of the fastest growing financial services firms in the industry. Areas of Expertise•Strategic Planning and Leadership •Multi-Site Operations •Project Planning/Execution •Customer Satisfaction •Implementation •Operating Model Optimization •Process Redesign •Change Management •Process Improvement •Workflow Analysis •Training and Leadership Development •Productivity and Efficiency Improvement •User Acceptance Testing Planning, Management, and Implementation

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