Thea Lewis
VP - Financial Consultant at Charles Schwab | Orange County, California, United States
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VP - Financial Consultant at Charles Schwab in August 2017 to Present
Retirement Plan Sales Consultant at American Funds in June 2014 to January 2017
Marketing and Relationship Management at Sierra Investment Management, Inc. in April 2012 to May 2014
Retirement Plan Specialist at Penniall & Associates, Inc. in August 2010 to February 2012
Pension Consultant at National Pension Partners in December 2009 to July 2010
Regional Marketing Director at The Hartford in October 2005 to January 2008
Business Development Associate at Payden & Rygel in October 2003 to October 2005
Area Sales Representative at American Funds in April 2002 to September 2003
Financial Advisor at Morgan Stanley in August 1998 to March 2002
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University of Colorado Boulder, BA
The American College, CFP Curriculum
University of California, Irvine, Computers in Graphic Design
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401K Rollovers
Asset Allocation
Investments
Executive Compensation Planning
Charitable Giving
College Planning
Wealth Management
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Discover more about Charles SchwabWhat is Thea Lewis email address?
Email Thea Lewis at [email protected]. This email is the most updated Thea Lewis's email found in 2026.
How to contact Thea Lewis?
To contact Thea Lewis send an email to [email protected].
What company does Thea Lewis work for?
Thea Lewis works for Charles Schwab
What is Thea Lewis's role at Charles Schwab?
Thea Lewis is VP - Financial Consultant
What is Thea Lewis's Phone Number?
Thea Lewis's phone (213) ***-*287
What industry does Thea Lewis work in?
Thea Lewis works in the Financial Services industry.
Thea Lewis Email Addresses
Thea Lewis Phone Numbers
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