Jon Lewis, CFA

Vice President at Wilshire
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Pittsburgh Region
Skills

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Bio

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Credentials

  • CFA Charterholder
    CFA Institute
    Sep, 2017
    - Nov, 2024

Experience

  • Wilshire
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Vice President
      • Oct 2012 - Present

  • BNY Mellon
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Securities Clearance Specialist
      • Jun 2009 - Oct 2012

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Sales Intern
      • May 2008 - Aug 2008

  • Henderson Brothers, Inc.
    • United States
    • Insurance
    • 100 - 200 Employee
    • Commercial Lines Intern
      • Jan 2007 - Sep 2007

Education

  • Duquesne University
    BSBA, Finance and Investment Management
    2005 - 2009

Community

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