Jesse Lewis

Jesse Lewis is currently a Strategic Account Executive at Advisor360°, a role he has held since May 2024. In this position, he focuses on driving client relationships and enhancing the service offerings of the company, which is recognized for its innovative solutions in wealth management technology.134

Background and Education

Jesse Lewis graduated from Carnegie Mellon University, where he studied at the Heinz College of Information Systems and Public Policy. His educational background equips him with a strong foundation in technology and policy, which is beneficial in his current role.35

Career Path

Before joining Advisor360°, Jesse gained valuable experience in strategic account management and client engagement through various roles, including positions at Graham Media Partners and UPTIQ, where he served as Senior Vice President of Client Engagement & Partnerships.156 His career reflects a consistent focus on enhancing client relationships and leveraging technology to improve service delivery in the financial sector.

Professional Focus

At Advisor360°, Jesse is involved in empowering emerging firms within the wealth management industry, emphasizing the importance of technology partnerships to drive business growth.2 His expertise lies in understanding client needs and aligning them with effective technological solutions.

For more detailed insights into his professional journey, you can view his LinkedIn profile under the username jesseclewis.3