Lewis H. Saunders

Financial Services Professional

Role
Account Services Supervisor at Baker Tilly US
Location
Clarks Summit, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lewis H. Saunders

Currently working for Bank of America as an Advanced Client Services Manager. Within 5 months of full time work I have become a top 5 revenue producer in the Scranton, Pennsylvania office - a site which currently leads all sites on the east coast in revenue. My ability to make an indelible, trustworthy first impression has led to calls where hundreds of thousands of dollars are transacted. Since starting full time with BoA, my client experience score (survey based) is at 96%. I am always looking to put the clients best financial foot forward and create avenues for them to earn the most out of their money, or consolidate debt in the most efficient & interest-saving manner possible. Previously, I was a Property Manager with Bozzuto - a highly reputable firm with over 500 properties under management. Was promoted 3 times in two years due to my ability to connect with clients, build deep connections quickly, and lead teams. In multiple months I was in the top 10 in sales while also managing a three-building, 550 apartment property. Certified in Commercial Real Estate Analysis & Investment from MIT. Completed certifications in Excel/VBA, as well as Advanced Modeling. A CRM/Salesforce expert.

Experience

  1. Account Services Supervisor

    Baker Tilly US

    Jan 2024 — Present

Education

  • Saint Joseph's University

    Bachelor of Science - BS, Business Intelligence

    2011 — 2013

  • The Catholic University of America

    Bachelor of Science - BS, Business, Minoring in Finance

    2013

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Lewis H. Saunders — Account Services Supervisor at Baker Tilly US in Clarks Summit, PA, US | Unifers