Austin Lewis, MBA
Manager of Client Experience at Olmstead Associates- Claim this Profile
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Bio
Thành Nguyễn
I had the pleasure of working with Austin at Janus Capital Group for over two years. Austin was a remarkable team member that gained the recognition and respect of his peers as well as upper management for his exceptional performance. He was self managing, accomplish his projects on or ahead of schedule, willing to take on new projects/assignment, enthusiastically learn new skills and generously share his experience with the members of the team. I would recommend Austin, without any reservation, for any career endeavor that he wishes to pursue and would definitely welcomes the opportunity to work with him again in the future.
Thành Nguyễn
I had the pleasure of working with Austin at Janus Capital Group for over two years. Austin was a remarkable team member that gained the recognition and respect of his peers as well as upper management for his exceptional performance. He was self managing, accomplish his projects on or ahead of schedule, willing to take on new projects/assignment, enthusiastically learn new skills and generously share his experience with the members of the team. I would recommend Austin, without any reservation, for any career endeavor that he wishes to pursue and would definitely welcomes the opportunity to work with him again in the future.
Thành Nguyễn
I had the pleasure of working with Austin at Janus Capital Group for over two years. Austin was a remarkable team member that gained the recognition and respect of his peers as well as upper management for his exceptional performance. He was self managing, accomplish his projects on or ahead of schedule, willing to take on new projects/assignment, enthusiastically learn new skills and generously share his experience with the members of the team. I would recommend Austin, without any reservation, for any career endeavor that he wishes to pursue and would definitely welcomes the opportunity to work with him again in the future.
Thành Nguyễn
I had the pleasure of working with Austin at Janus Capital Group for over two years. Austin was a remarkable team member that gained the recognition and respect of his peers as well as upper management for his exceptional performance. He was self managing, accomplish his projects on or ahead of schedule, willing to take on new projects/assignment, enthusiastically learn new skills and generously share his experience with the members of the team. I would recommend Austin, without any reservation, for any career endeavor that he wishes to pursue and would definitely welcomes the opportunity to work with him again in the future.
Experience
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Olmstead Associates
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United States
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Financial Services
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1 - 100 Employee
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Manager of Client Experience
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Feb 2023 - Present
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Janus Henderson Investors U.S.
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United States
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Investment Management
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1 - 100 Employee
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Director, Business Intelligence, Distribution Analytics and Enablement
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Feb 2018 - Oct 2022
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Global Distribution Business Intelligence Manager
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Mar 2014 - Feb 2018
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CRM Support Manager
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Mar 2012 - Mar 2014
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Reporting Analyst
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Apr 2007 - May 2012
Responsible for management reporting and analysis of Non-US sales teamDeveloped and launched Management Reporting package sent monthly to executive management which provides updated sales and pipeline informationAd-hoc reporting and analysis of client segments and regional trendsDaily, Weekly and Monthly sales and asset reporting for management and subsidiariesProvide Sales projections and propose sales goals for upcoming year for each sales team and individualDeveloped and maintained compliance and legal required reportingSubject matter expert for Organizational Client Relationship Management(CRM) system, member of Client Relationship Management(CRM) Governance CommitteeResponsible for content management and priority setting for organizational CRM systemTraining expert for Non-US business on CRM system and proper business system proceduresResponsible for accurately tracking, adjusting and compiling compensation for Non-US sales executivesMember of Janus Business Intelligence Competency Center and Janus Client Information Leadership CommitteeCollaborated with key members of the finance, information technology, compliance and legal departments to develop additional reporting and tracking tools. Show less
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Product Specialist
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May 2006 - Apr 2007
Communicated directly with mutual fund investors regarding investment options and strategiesAddressed shareholder concerns and questions relating to each individuals portfolio Trained new employees on system and procedures
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Pulte Mortgage
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United States
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Financial Services
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500 - 600 Employee
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Assistant Loan Counselor
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2005 - May 2006
Created and distributed initial disclosures to prospective customers, including compliance documentation to be used in loan closings Scheduled discussions between senior loan counselors and customers Input customer loan application information into processing systems with high levels of accuracy Created and distributed initial disclosures to prospective customers, including compliance documentation to be used in loan closings Scheduled discussions between senior loan counselors and customers Input customer loan application information into processing systems with high levels of accuracy
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Education
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2011 - 2014
University of Colorado at Denver
MBA, International Business/Business Strategy -
2000 - 2004
Pepperdine University
Bachelor of Science - BS, Business Administration and Management, General
Community
