Mark J. Lewis

Role: Financial Services Professional at Golden Summit Wealth & Insurance Solutions
Location: Walnut Creek, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Mark J. Lewis

You should know your Life Insurance Agent\'s name. And he should know yours. Along…

Experience

Financial Services Professional
Golden Summit Wealth & Insurance Solutions
May 2016 — Present

Skills

Negotiation
Selling
Sales
Sales Management
Competitive Analysis
Presenting, Negotiating, Closing
Forecasting
Marketing Strategy
Merchandising
B2b
Marketing
Team Building
Retail
E-Commerce
Product Development
Crm
Strategy
Solution Selling
Strategic Planning
Account Management
Developing Client Relationships
Consumer Electronics
Product Marketing
Inventory Management
Product Management
Sales Operations

Contact information

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Work email
•••••@goldensummitwealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Golden Summit Wealth & Insurance Solutions

Financial Services · 146 employees · Founded 1868 · Pleasanton, California, United States

We are a holistic financial planning firm that believes in the creation of a comprehensive financial roadmap for our clients. We believe in building a strong foundation through maximum protection strategies, cash value insurance, and fee-based wealth management solutions. Our efforts are focused towards creating and furthering an environment where financial professionals can fully dedicate their attention to their clients. We build balanced financial planning practices where planners own and run their own businesses at an elite level of service for an optimal client experience. We provide support and resources through practice development, professional coaching, continuing education, advanced technology utilization, and financial planning business model integration for planners to not only envision, but to execute – a multi-disciplinary practice. We invest in the highest caliber financial professionals who believe that integrity, honesty, and character matter, who provide exemplary service to their clients, and who desire to build a prosperous financial planning practice. If you’re struggling with resources, support, culture, and/or ownership of your practice, or don’t have a clear path to create the practice you envision, we would love to have a conversation. Phone: 92••••••00 Disclosures and licensing: https://goldensummitwealth.com/licensing/ CRN20••••••••05

goldensummitwealth.com

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About Mark J. Lewis

Experience

Financial Services Professional

Skills

Find verified contacts for anyone on LinkedIn