Kevin Lehman
Wealth Planning Specialist at Envision Financial, a division of First West Credit Union
Timeline
Wealth Planning Specialist
September 1, 2023 - present
Regional Manager, Business Banking
April, 2021
Branch Manager
September, 2018
Assistant Branch Manager
July, 2017
Senior Financial Advisor
May, 2015
Financial Advisor
October, 2013
Member Services Representative
November, 2012
