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Jean Lewis

Jean Lewis

VP/Relationship Manager

Followers of Jean Lewis815 followers
location of Jean LewisSpokane, Washington, United States

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  • Timeline

  • About me

    VP, Wealth Management Banker at U.S. Bank Wealth Management

  • Education

    • University of Minnesota

      1998 - 2000
      Bachelors Economics

    • University of Kansas

      1996 - 1998

  • Experience

    • US Bank Private Client Group

      Jan 2000 - Jan 2006
      VP/Relationship Manager

      As a Wealth Management Advisor I led a team of professionals to deliver an exceptional client experience. Team included Investment Managers, Trust Officers, Private Bankers, Financial Planners, and Insurance Specialists.

    • Wells Fargo Wealth Management Group

      Jan 2006 - Jan 2009
      Private Banker

    • Wells Fargo

      Mar 2006 - May 2009
      VP/Private Banker

    • Key Private Bank

      Jan 2009 - Apr 2014

      My clientele include wealthy individuals and their families. We help build and preserve assets through financial and estate planning and investment management and trust. I also work with Not for Profits and professional associations - CPAs, attorneys and doctors as well as bank the firms with concentration on credit, cash management and investment management and trust.

      • VP/Sr.Relationship Manager

        Sept 2009 - Apr 2014

      • VP/Sr. Relationship Manager

        Jan 2009 - Apr 2014

    • U.S. Bank Private Client Reserve

      Apr 2014 - Sept 2016
      VP/Wealth Management Advisor

    • U.S. Bank

      Sept 2017 - now
      VP, Wealth Management Banker

  • Licenses & Certifications

    • Certified Wealth Specialist

  • Volunteer Experience

    • Advisory Board Member

      Issued by Habitat for Humanity East King County
      Habitat for Humanity East King CountyAssociated with Jean Lewis