Bio
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Topline AI
Benjamin Lewis is a seasoned sales and business development professional with experience in leadership, management, and customer service. He has a strong background in sales, having driven over $2.6 million in closed business during his tenure at StemWave. Lewis also has experience in portfolio management, having managed a $1.9 million student-managed portfolio at Bryant University Archway Investment Fund. He holds various certifications, including Commercial Lines Coverage Specialist and Waterfront Lifeguarding.
Lewis has worked in various roles, including Business Development Representative, Sales Executive, CS Coordinator - Financial Management, and Assistant Waterfront Director. He has also interned at Nathan Hale Capital, LLC as a Financial Analyst Internship and worked at COCC in multiple capacities.
Credentials
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Commercial Lines Coverage Specialist
National UnderwriterJan, 2022- Apr, 2026 -
Property and Casualty
INSURANCE, CONNECTICUT DEPARTMENT OFJun, 2021- Apr, 2026 -
CPR
Red Cross -
First Aid
Red Cross -
Waterfront Lifeguarding
Red Cross
Experience
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United States
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Medical Device
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1 - 100 Employee
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Account Executive
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Feb 2024 - Present
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Business Development Representative
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Jan 2023 - Jan 2024
Drove ~$2.6 million in closed business through our sales process during my time in this role
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Tracy Driscoll Insurance & Financial Service
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Bristol, Connecticut, United States
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Sales Executive
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Jun 2021 - Dec 2022
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Bristol, Connecticut, United States
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COCC
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Southington, Connecticut, United States
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CS Coordinator - Financial Management
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May 2020 - May 2021
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Southington, Connecticut, United States
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Bryant University Archway Investment Fund
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Smithfield, RI
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Portfolio Manager
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Sep 2019 - May 2020
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Smithfield, RI
Bryant University has a $1.9 million student-managed portfolio. I am a portfolio manager for the Technology sector within the fund. My duties are to generate alpha compared to the XLK, the Technology Select Sector SPDR Fund. I must research securities, industries, and sectors. Other duties include analyzing financial statements and complete valuations for potential investments.
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COCC
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Southington, CT
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Accounting Intern
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Jun 2019 - Sep 2019
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Southington, CT
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Nathan Hale Capital, LLC
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Charlotte, North Carolina Area
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Financial Analyst Internship
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Jun 2018 - Aug 2018
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Charlotte, North Carolina Area
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Winding Trails
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Farmington, CT
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Assistant Waterfront Director
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Mar 2017 - Jul 2018
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Farmington, CT
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Education
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2016 - 2020Bryant University
Bachelor of Business Administration - BBA, Finance
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Management Consulting”
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References
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