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

Webster Bank

Graduate Strategy Business Consultant(Capstone)

Plootus

Plootus is a one-stop-shop personal investment app where you enjoy premium services for FREE. If you are a beginner, just enter your employer and you are ready to go! Select your strategy and investment portfolio allocation for your 401k, 403b, 457, or TSP plan is ready for you.

Finance Analyst Intern

Equivaluesearch 

Building Equity Research Reports of the Company
EIC Analysis (Economy, Industry and Company)
Fundamental Analysis
Sectoral Report Writing

Equity Research Analyst

FinLadder

Used techniques in analyzing financial statements by creditors and equity investors for the short and long term, an integrated review of investment opportunities in the equity markets, using various day trading selling strategies, Developed and implemented financial models and process analysis methods, Leveraged knowledge of retirement modeling, investments, and risk management to serve as SME.

Financial Planning Analyst

Komvee Software Systems LLP

Identified specific prospects to reach out to with an effective plan for communicating the clear value proposition for their business, Reached out to potential customers via telephone, email, and in-person inquiries and handled a team of 7 associates, created value and brand, prepared sales targets, and generated leads, and served as a passionate member of the Business Development team, helping to drive overall market and technical strategy, Handled the accounts receivables and payables, created a budget for the marketing team and HR Team.

Business Development Manager

Business Development Manager Trainee

Vishal  P.

taplio

The Battle

Nate Lewis

Vishal P.

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