Name: Jeff Lewis

 Company: Bny mellon wealth management

 Job title: VP - Banquero Hipotecario Regional NMLS #413895

 Country of Residence: United States

 Precise location: Newport Beach, California

Website of the company : bnymellonwealthmanagement.com / Size of the company : sign up to find out


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 People working at Bny mellon wealth management

Name
Job Title
Action
  William B. o'leary
CEO Senior de Riqueza
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  Daniel C. shaughnessy, honesty, integrity, candor
CEO Senior
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  Dante D. astheimer
Gerente de Patrimonio Asociado
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  Marcelino Pendas
Gerente Senior de Portafolios
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  Molly Passalacqua
CEO Asociado de Patrimonio
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  John Mathena
Supervisor Senior
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  Peggy Grable
Administrador y Planificación de Asociados Senior
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  Mitchell Kessler
Supervisor sénior
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  Joe Fernandez, cfp®
Directore Regional - Florida
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  Steven Cella
Analista Senior de Portafolios
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  Sheryl Linck
CEO Senior de Riqueza
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  Jeff Lewis
VP - Banquero Hipotecario Regional NMLS #413895
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  Andy Paterson
Directore - región central
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  Leilei Wang
Vicemanagere estratega de clientes
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  Tony Rogers, cfp®, cepa
Director Senior
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  Daniel Brea
Vicedirectore
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  Joshua Darlington
Analista de Portafolio
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  Chris Carter
Oficial de Inversiones
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  Peri Soyugenc, cfa
Gerente Senior de Riqueza
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  Alison Bibbins ward
Vicedirectore Senior, CEO Senior Wealth
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  Danielle Edick
Analista Senior de Riqueza, Vicemanagere
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  Fred Tan, cfp®
Supervisor Senior de Riqueza
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  Timothy Katsoulis
Oficial Jurídico Jefe
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  Michael Nuzzo
Oficial Administrativo Jefe
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  Connor Reilly
Asociado de ventas
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  Christy Morgan
Gerente de Relaciones
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  Lee W.
Inversor
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  Josephine Sau fei tse
Vice manager, supervisor Research Canada
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  Andrew Platt, cws®
CEO
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  Ron Ambrogio
CEOe Regional de Ohio
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  Dinesh Mamidi
Egurua superior en desarrollo
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  Lauren Smith
Analista Senior de Portafolios
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  Patrick Mercier
Estratega de clientes
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  Brad Heagy, cfp®, cdfa®
Gerente de Riqueza Sr.
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  Andrew Clark, cfa
Gerente de Riqueza
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  Bethany Kucia
Jefe de Personal y Gerente de Oficina
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  Lori Pitzer
ViceCEOe, Banquero Privado Senior
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  Kristin Penney
Administrador de servicios al cliente
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  Morris Memphis soares
Estratega Nacional de Riqueza
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  Drew Maldonado
Supervisor Senior
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  Jeffrey Mcsteen, esq.
Primer Vicemanagere y Ejecutivo Senior de Desarrollo de Negocios
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  John Grimley
Gerente Senior de Riqueza
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  Gregory Owsiany, caia
Gestor de Portafolio
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  Win Phan
Analista de Portafolio
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  Avery Fontaine
Jefe de Filantropía Estratégica
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  Deana Moruzzi, cfp®
Gerente de Riqueza
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  Jennifer Schulman
Supervisor senior de patrimonio
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  Kate Condon
Gerente de Marketing
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  Andy Otto, cfp®, ctfa
Gerente Senior de Riqueza — Eexperta Fiduciaria
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