Scott Lewis
About Scott Lewis
Scott Lewis is an Onboarding Project Manager at Apex Clearing Corporation, where he has worked since 2012. He has a background in finance and accounting, with previous experience at Penson Financial Services and a strong focus on trading systems and financial risk management.
Work at Apex Clearing Corporation
Scott Lewis has served as the Onboarding Project Manager at Apex Clearing Corporation since 2012. In this role, he has contributed to the onboarding processes for clients within the financial services sector. His position is based in the Dallas/Fort Worth Area, where he has been instrumental in managing projects that facilitate the integration of new clients into the company's systems and services.
Previous Experience at Penson Financial Services
Before joining Apex Clearing Corporation, Scott Lewis worked at Penson Financial Services as a Correspondent Support Manager from 2008 to 2012. During his four years in this position, he focused on providing support to correspondent clients and enhancing operational efficiencies within the organization. His experience at Penson Financial Services laid the groundwork for his later role in onboarding at Apex.
Education and Expertise
Scott Lewis holds a Bachelor of Business Administration (B.B.A.) in Finance from the University of North Texas, where he studied from 1996 to 1999. Prior to this, he earned an Associate of Science (A.S.) in Accounting and Business/Management from North Central Texas College, completing his studies from 1994 to 1996. His educational background supports his strong expertise in trading systems and financial risk management.
Skills in Media and Communication
Scott Lewis possesses extensive skills in media and communication, particularly within the financial services industry. His ability to effectively communicate complex financial concepts and processes is a significant asset in his role as Onboarding Project Manager, where clear communication is essential for successful client integration.