Joshua Lewis

Financial Advisor @OnePoint BFG Wealth Partners

Morristown, NJ, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2015 — Present

Financial Advisor @OnePoint BFG Wealth Partners

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Parsippany, NJ, US

Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners. Third party posts found on this profile do not reflect the views of OnePoint BFG Wealth Partners and have not been reviewed by OnePoint BFG Wealth Partners as to accuracy or completeness.

EDUCATION

2009 — 2012

Johnson & Wales University

Bachelor of Science (BS), Finance and Financial Management Services

2008 — 2009

Castleton University

Finance, General

SKILLS

Social MediaMicrosoft ExcelPowerpointFinanceEquitiesMicrosoft OfficeSalesAnalysisMarket DataPortfolio ManagementAccount ReconciliationStrategyHedgingSecuritiesCustomer ServiceAnalytical SkillsTradingArbitrageInternet ReasearchMicrosoft WordRisk AssessmentLeadershipManagement

ABOUT JOSHUA LEWIS

Wealth Management Advisor at OnePoint BFG

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