Lewis H. Saunders
Financial Services Professional
- Role
- Account Services Supervisor at Baker Tilly US
- Location
- Clarks Summit, PA, US
- LinkedIn followers
- 500 followers
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
Account Services Supervisor
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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