Lew Shore
Sr Wealth Manager at Lido Advisors LLC | Wealth Management, Investment Management
- Role
- Account Executive at Lido Advisors
- Location
- New Albany, OH, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Lew Shore
Lido Advisors empowers high-net-worth clients with personalized wealth management…
Experience
Account Executive
Oct 2024 — Present · US
Education
Ohio University
BS, Business Administration
1966 — 1970
Ohio University
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
1966 — 1970
Skills
- Financial Services
- Investments
- Insurance
- Asset Managment
- Estate Planning
- Portfolio Management
- Investment Strategies
- Financial Planners
- Finance
- Leadership
- Wealth Management Services
- Series 7
- Sales
- Team Building
- Life Insurance
- Negotiation
- Strategic Planning
- Investment Management
- Wealth Management
- Securities
- Marketing
- Strategic Financial Planning
- Mutual Funds
- Retirement Planning
- Refinance
- Wealth
- Investment Advisory
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