Geoff Lewis
About Geoff Lewis
Geoff Lewis serves as the Finance Lead at Ledger Investing, where he has worked since 2022. He possesses over ten years of experience in finance and accounting, holding both CFA and CPA certifications.
Work at Ledger Investing
Geoff Lewis serves as the Finance Lead at Ledger Investing, a fintech company specializing in providing a platform for institutional investors to access insurance-linked securities. He has held this position since 2022, contributing to the company's financial strategies and operations. His role involves overseeing financial planning, analysis, and reporting, ensuring that the company's financial practices align with industry standards.
Previous Experience in Finance
Geoff Lewis has over ten years of experience in finance, accounting, and product operations. He worked as an Associate at Jordan Park Group from 2017 to 2020, where he focused on finance-related tasks. Prior to that, he held positions at Goldman Sachs, first as an Analyst from 2016 to 2017 and later as an Associate for three months in 2017. His early career included a role as a Senior Associate at Ernst & Young from 2012 to 2016.
Education and Expertise
Geoff Lewis studied at the University of Utah - David Eccles School of Business, where he earned two Bachelor of Science degrees in Finance and Accounting, completing his studies from 2008 to 2012. He holds both the Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA) certifications, which reflect his expertise in finance and accounting.
Career Development at Ernst & Young
Geoff Lewis began his career at Ernst & Young, where he worked as an Intern for two months in 2011, followed by a four-year tenure as a Senior Associate from 2012 to 2016. During his time at Ernst & Young, he gained valuable experience in financial auditing and consulting, which laid the foundation for his future roles in finance.
Role at AngelList
From 2020 to 2022, Geoff Lewis served as the Product Operations Lead at AngelList. In this role, he was responsible for overseeing product operations, enhancing operational efficiency, and supporting the company's mission to connect startups with investors. His experience at AngelList contributed to his understanding of the fintech landscape.