Vickie Lewin

Vickie Lewin

Chief Growth Officer | Financial Services, Fintech & WealthTech
Scottsdale, Arizona, United States

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Work Experience

Amplify

Chief Growth Officer

2024-06-01 - Present

AssetMark

SVP & Chief Client Success Officer

2021-11-01 - 2024-02-01

FundQuest (acquired by BNP Paribas, and then by Envestnet)

Director, Institutional Sales

2000-06-01 - 2001-01-01

Investment Advisory Network (acquired by SS&C Technologies)

VP, Relationship Management

1995-05-01 - 2000-06-01

Nuveen, a TIAA company

Wholesaler (Municipal Bond Funds)

1990-04-01 - 1992-07-01

Skills

tamp investment management fintech ria software wealth management software custodian connectivity trading client reporting practice management financial advisor support amplify technology llc is not an investment adviser its services are for informational purposes only & do not constitu

Languages

No Languages Available