Nate Lewis

Lewis Wealth Management Group

Financial Advisor

Director Of Operations

Iron Bull Financial

Founder

Iron Bull Tax Pros

Co-Founder

1st Gen Entrepreneurs

Member

Research Financial Strategies.

Financial Advisor who likes working with Entrepreneurs/Business Owners.  Also specializes in 401k and 403b advice.

Sales Assistant

Reducing Your Tax Liability | Creating Simple 1-page Financial Plans | Dad x 2

Nate has worked at Lewis Wealth Management Group since he graduated From Illinois State University in 2009.   He also runs the sister company of Lewis Wealth Management Group, Iron Bull Tax Pros, which focuses on soley Taxes.

Nate focuses on assisting sales and marketing professionals simplify their finances.  

Nate has been in marketing and sales basically his whole career.  He's lead both of those roles at Lewis Wealth and Iron Bull and helped them grow into the companies they are today.


https://www.lewiswealthmanagementgroup.com/disclosure

KIHOMAC

Program Manager/Program Administrator

Contracts Associate

Kroger Layton Dairy

Manage inventory of over one million dollars of items for two manufacturing plants placing orders daily through internal systems and an automated EDI system. Following up with suppliers on order status, working order confirmations, price discrepancies, delivery timelines, and upcoming production schedules. 
Work with Production Planners and production floor to determine product availability, stocking and 
replenishment strategies, supplier value and risk assessments. Assure timely delivery of goods and 
performance of vendors, on existing and new product launches, as well as maintain a master spreadsheet of all items adding/deleting new and discontinued items and all item number changes/updates. Supports supplier compliance to agreements and communicates non-compliance issues to the vendor/suppliers with expected resolution.

Materials Planner

City Girl Yogurt

A self-serve frozen yogurt shop with over 12 yogurt flavors swirling daily and more than 40 toppings to add to your favorite flavors!! We offer catering for large and small events, birthday parties, bridal showers, baby showers, corporate events, and any other events!

Small Business Owner

Federation of Animal Science Societies

Customer focused position dealing with all levels of customer/client interaction. Directed meetings and 
seamlessly organized annual events across the United States and Internationally. Reviewed locations in 
selecting venues and skillfully negotiated with suppliers, vendors, and entertainers to ensure the best rates. Secured travel arrangements for executive level attendees. Provided administrative support for the largest association and its attendees.

Meeting Planner

hilton garden inn

Customer service position focused on planning, organizing, and developing food and beverage services for organizations and individuals while meeting customer expectations and financial targets.

Catering Sales Manager

Hilton Garden Inn Kankakee

Senior customer service position focused on overseeing junior-level sales team members while maximizing potential revenue for the hotel and convention center in order to meet quarterly and annual sales targets. Plan and coordinate all social events held in the attached 19,000sq. ft. convention center, including supervising banquet staff and hotel staff day of events.

Director of Sales and Catering

Homewood Suites

Prospect for new business through outside sales calls, solicitation, networking, and cold-calling.
Managed sales activity through brand specific software and improved hotel visibility by conducting outside sales calls/blitzes, attending trade shows and market segment related events. Designed and delivered marketing promotions and campaigns involving direct mail and email blasts. Met or exceeded established monthly, quarterly and annual targeted sales goals and profit margins.  Maintained an active list of accounts to ensure continuous relationship development.

Sales Manager

Embassy Suites

Provided support the the Catering and Sales Managers. Created Banquet Event Orders for all catered events and managed the banquet staff to make sure the events were executed as ordered. Provided excellent customer service to the clients including facility tours, conducting food tastings, and addressed any client concerns or comments as needed.

Catering Details Manager

Goldman Sachs

Managed Executive's calendar, prioritized and managed correspondences, made travel arrangements both domestic and international, planned meetings and events, and provided administrative assistance.

Administrative Assistant

• Over twenty years of experience in customer service, sales and marketing, and management 
• Areas of expertise include planning and coordinating, purchasing, budget and finance, conflict    resolution, employee relations, negotiation, project management, and administrative support 
• Demonstrated record of success in high stress, high volume activity 
• Passionate and creative problem solver who is a self-starter and team player 
• Posses outstanding communication abilities and offers excellent customer relation skills 


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The Battle

Nate Lewis

Amanda Y.

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