Kristen Lewis

Kristen Lewis has over 10 years of experience in the financial services industry. Kristen began their career in 2006 as a Financial Aid Advisor at FinanSure. In 2007, they joined MullinTBG, a Prudential Financial company, as an Analyst. Kristen then moved to Northern Trust Asset Management in 2008, where they held the role of Fixed Income Product Specialist, Front Office Support, and Investment Operations Outsourcing - Analyst. In 2015, they became an Independent Contractor for an investment advisory firm, where they researched, data mined, and analyzed customer intelligence, competitors, market penetration, market trends, and regulatory impacts for strategic growth plans. In 2016, they joined Fifth Third Bank as a VP, Senior Marketing Manager and Marketing Manager. In 2020, they co-founded Financial Wellness Routine, a division of Vosserworks, LLC, where they serve as a Financial Coach. Most recently, they were a Senior Brand and Marketing Strategy Consultant in 2021 and will become the Marketing Director at AeroFlexx in 2022.

Kristen Lewis received their Bachelor of Science in Finance from Valparaiso University in 2006. Kristen then went on to obtain their Masters of Business Administration with a Concentration in Risk Management from Loyola University Chicago in 2012. Additionally, Kristen holds a Claritas™ Investment Certificate from the CFA Institute, which they obtained in January 2014.